LEGACY CAPITAL
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 332184
- Registered since
- August 7, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.68%
- Individuals7.69%
- Charitable Organizations0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Legacy Capital is a limited liability advisory firm that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Legacy Capital is SEC-registered (registration listed in 2024) and does not identify as an active ESG investor or a multi-state advisory platform. The firm maintains industry ties to a broker-dealer and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities38%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds3%
Contacts
3 of 3Crystal Prachyl
Managing PartnerCRD 5307936
MARQUIS HAMMETT
Managing PartnerCRD 6310524
Micala Patschke
Vice PresidentCRD 6809695
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$92.2M in ETFs
35%
$32.1M
59%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Growth | $15.6M | 139,331 | 16.95% |
Location
THE WOODLANDS, TX
MONTGOMERY
Location
THE WOODLANDS, TX
Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 1725 Hughes Landing Blvd
- Time zone
- CT (UTC-6)
- Office locations
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