SEC Form ADV

LEGACY CAPITAL GROUP CALIFORNIA, INC.

Firm profile: Legacy Capital Group California — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$535.7M

Assets Under Management

1,763

Total Clients

Employees

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Registration Details

Accession: CRD-111436
Location: LOS GATOS, CA
Filing Date: April 22, 2026
AUM: $535.7M
Total Clients: 1,763
Institutional Clients: 50
Employees: 17
Amendment: No
SEC EDGAR: View original filing →

Client Types

HNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsCorporations

About this Adviser

LEGACY CAPITAL GROUP CALIFORNIA, INC. is a registered investment adviser headquartered in LOS GATOS, CA, managing approximately $535.7M in assets across 1,763 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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