Investment adviser · CRD 332184
LEGACY CAPITAL
Investment adviser filing (IA)
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
THE WOODLANDS, TX, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $273M Form ADV · Item 5.F
- Client accounts
- 1,055 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 143 | $250,666,486 | 91.7% |
| Individuals | 136 | $21,017,918 | 7.7% |
| Charities | Fewer than 5 | $1,743,212 | 0.6% |
Filing source
Form ADV 2126897 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1725 HUGHES LANDING BLVD.,, SUITE 860THE WOODLANDS, TX, 77380, United States
CRD 332184
Filing source
Form ADV 2126897 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.