Legacy Capital Partners LLC

Overview

Legacy Capital Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC (SEC Registered Year: Unknown). The firm is owned by an individual and focuses its practice on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Fee arrangements include advisory fees charged as a percentage of assets under management, hourly engagements, and other fee structures. The firm reports no active ESG investing program and does not identify as a multi-state or pension consultant adviser. It is not structured as a capital allocator or related-adviser platform; its activities are concentrated on direct client advisory and planning services.

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Public Holdings

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Location & Offices