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Legacy Capital Group California

Also known as legacy capital group california

Wealth ManagerLos Gatos, United StatesFounded 1992

Los Gatos

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About Legacy Capital Group California

Legacy Capital Group California is a wealth manager based in Los Gatos, US. Founded in 1992.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Legacy Capital Group California from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $535.7M
Total Clients: 1,763
Filing Date: April 22, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to Legacy Capital Group California across SEC, IRS, DOL and international registers — newest first.

13F

Legacy Capital Group California, Inc.

Jul 29, 2026 · 2026 Q2

$331.8M

13F

Legacy Capital Group California, Inc.

May 4, 2026 · 2026 Q1

$262.8M

FORM ADV

LEGACY CAPITAL GROUP CALIFORNIA, INC.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Legacy Capital Group California?

Legacy Capital Group California is a wealth manager based in Los Gatos, United States.

Where is Legacy Capital Group California headquartered?

Legacy Capital Group California is headquartered in Los Gatos, United States.

When was Legacy Capital Group California founded?

Legacy Capital Group California was founded in 1992.

How can I contact Legacy Capital Group California?

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