Legacy Capital Wealth Partners, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 291960
- Registered since
- February 12, 2018
- Website
- legacycapitalwp.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.29%
- Individuals7.09%
- Charitable Organizations5.05%
- Pension & Profit Sharing Plans1.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Capital Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2018. The firm serves individual and family clients as well as institutional accounts, operating as a capital allocator that selects and allocates to third‑party managers. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. Legacy Capital has an industry affiliation with an insurance company and was named to Citywire’s "50 Growers Across America" lists in 2022 and 2024. The firm does not describe itself as an active ESG investor.
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
- Exchange Traded Equities37%
- Public Funds/Mutual Funds20%
- Private Funds16%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds9%
Owners & executives
1 of 1
Morgan Sizer
Chief Investment OfficerCRD 6176788
Contacts
3 of 16
Jessica Heath
Client RelationshipCRD 5867458
Joshua Putnam
Wealth AdvisorCRD 4358266
Norman Strickland
Senior Wealth AdvisorCRD 4024448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 160Active vs passive
$235M in ETFs
53%
$125M
40%
$110M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $12.5M | 161,249 | 5.31% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 8315 Cantrell Rd
- Time zone
- CT (UTC-6)
- Office locations
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