Legacy Capital Partners LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 340870
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Capital Partners LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning alongside portfolio management for individuals and small businesses. Its billing arrangements include percentage-of-AUM fees alongside hourly charges and other fee types. The firm does not identify as an ESG investor, is not a capital allocator, and does not describe pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Contacts
1 of 1
Harrison Self
PresidentCRD 8226997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Shelby
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Shelby
- Address
- 2003 Bluestone Cir
- Time zone
- CT (UTC-6)
- Office locations
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