LEGACY CAPITAL WEALTH PARTNERS, LLC

CRD 291960File 801-112442

APPROVED

Retail clients

Custody

Filing as of Jun 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.52B

Above cohort median (national)

Discretionary AUM

$1.44B

Non-discretionary $77.0M

Clients

680

2,626 accounts

Employees

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
Website: http://www.legacycapitalwp.com/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.