Legacy Capital
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 332184
- Registered since
- August 7, 2024
- Website
- www.lead-a-legacy.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based 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 an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional investors, offering a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and educational seminars. Its fee arrangements include asset-based fees, hourly and fixed charges, and arrangements that can include performance-based fees. Legacy Capital maintains broker-dealer and insurance company affiliations and primarily uses third-party managers for alternative allocations rather than operating as a capital allocator itself.
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 3
Crystal 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 31Active vs passive
$119M in ETFs
41%
$48.7M
53%
$69.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Blend | $26.1M | 161,592 | 22.01% |
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
Similar firms
Position Wealth
RIAThe Woodlands, TX
AWM Financial Services Inc.
RIAThe Woodlands, TX
Cooksen Wealth, LLC
RIAThe Woodlands, TX
Threadgill Financial, LLC
RIAThe Woodlands, TX
Diamond Client Group, LLC
RIAThe Woodlands, TX
White Wing Wealth Management, LLC
RIAThe Woodlands, TX