LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Doing business as LEGACY CAPITAL. SEC Form ADV profile.
Total regulatory AUM
$273,427,616
Discretionary
$257,092,004
Non-discretionary
$16,335,612
Firm details
- CRD number
- 332184
- SEC file number
- 801-130850
- Main office
- THE WOODLANDS, TX, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.lead-a-legacy.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of November 2026.