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LEGACY CAPITAL WEALTH PARTNERS, LLC
CRD 291960File 801-112442
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.52B
Above cohort median (national)
Discretionary AUM
$1.44B
Non-discretionary $77.0M
Clients
680
2,626 accounts
Employees
21
Top 25% of cohort in AR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 12, 2018
- Principal office
- 8315 CANTRELL ROAD, SUITE 200, LITTLE ROCK, AR, 72227
- Phone
- 501-376-7878
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.52B
- Discretionary AUM
- $1.44B
- Non-discretionary AUM
- $77.0M
- Discretionary accounts
- 2,319
- Non-discretionary accounts
- 307
- Total accounts
- 2,626
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $76.5M |
| High net worth individuals | 304 | $1.31B |
| Pension and profit sharing plans | 11 | $23.8M |
| Individuals (other than high net worth individuals) | 356 | $107.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 609 | 680 | increased by71 |
| Apr 1, 2026 | AUM | $1,317,812,779 | $1,515,904,240 | increased by$198,091,461 |
| Apr 1, 2026 | Accounts | 2,548 | 2,626 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 21 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,075 | 609 | decreased by466 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $560,078,467 | $1,317,812,779 | increased by$757,734,312 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,880 | 2,548 | increased by668 |
| Apr 1, 2022 | Employees | 10 | 20 | increased by10 |
| Apr 1, 2022 | Clients | 453 | 1,075 | increased by622 |
| Apr 1, 2022 | AUM | $514,430,425 | $560,078,467 | increased by$45,648,042 |
| Apr 1, 2022 | Accounts | 1,813 | 1,880 | increased by67 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEGACY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEGACY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.