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 positions itself as a capital allocator serving individuals, families and institutional clients with a mix of portfolio management, financial planning and selection-of-other-advisers services; its stated advisory activities also include pension consulting for smaller plans. Compensation is through both a percentage-of-AUM schedule and fixed fees. Legacy does not identify as an active ESG investor. The firm has been recognized twice in Citywire’s "50 Growers Across America" list (2022 and 2024).
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 Equities39%
- Public Funds/Mutual Funds22%
- Private Funds20%
- Cash & Cash Equivalents12%
- State & Local Bonds3%
Owners & executives
2 of 2KEITH KRUEGER
Chief Financial Officer & PartnerCRD 703775
MORGAN SIZER
Chief Investment OfficerCRD 6176788
Contacts
3 of 15MATTHEW 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 163Active vs passive
$313M in ETFs
70%
$219M
26%
$94.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $91.4M | 73,593 | 29.18% |
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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