LEGACY CAPITAL WEALTH PARTNERS, LLC
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About the firm
Legacy Capital is a locally owned boutique firm with a team-oriented and holistic approach to serving clients' wealth management needs. They assemble a multi-disciplined, in-house team knowledgeable in asset management, financial and retirement planning, insurance and banking.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic wealth management including asset management, financial and retirement planning, insurance, and banking. Retirement planning services include sustainable income strategies, tax-efficient withdrawal and distribution planning, healthcare and long-term care preparation, Social Security optimization, legacy and estate planning, risk management, and spending analysis.
Who they serve
Clients with complex financial lives, particularly those in occupations that create greater financial complexity, including high earners with ownership interests, stock options, and other compensation channels.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 356 | $107M |
| High Net Worth Individuals | 304 | $1.3B |
| Charitable Organizations | 11 | $24M |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEGACY CAPITAL WEALTH PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.