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 that began SEC registration in 2018 and operates as a limited liability company. The firm serves a mix of individual, family and institutional clients and describes itself as a capital allocator that both manages portfolios and selects external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of other advisers. Compensation is through asset-based fees and fixed fees. Legacy Capital notes that it does not position itself as an active ESG investor. The firm has been recognized by Citywire in its "50 Growers Across America" lists in both 2022 and 2024, reflecting industry visibility for growth or expansion during those years.
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
2 of 2
Keith Krueger
Chief Financial Officer & PartnerCRD 703775
Morgan Sizer
Chief Investment OfficerCRD 6176788
Contacts
3 of 15
Matthew Jones
PresidentCRD 2557927
Gregory Young
Wealth AdvisorCRD 2083685
Joshua Putnam
Wealth AdvisorCRD 4358266
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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