SEC Form ADV

LEGACY CAPITAL

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

Registered Investment AdviserTX

$273.4M

Assets Under Management

Employees

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Registration Details

Accession: crd-332184
Location: THE WOODLANDS, TX
Filing Date: August 20, 2026
AUM: $273.4M
Institutional Clients: 1
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

LEGACY CAPITAL is a registered investment adviser headquartered in THE WOODLANDS, TX, managing approximately $273.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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