# Legacy Capital Wealth Partners, LLC

> Legacy Capital Wealth Partners, LLC is an SEC-registered investment advisory firm in Little Rock, AR, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 291960
- Filed as: LEGACY CAPITAL WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291960
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-capital-wealth-partners-llc-little-rock-ar-291960

## Quick answers

**How is Legacy Capital Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Capital Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Legacy Capital Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Legacy Capital Wealth Partners, LLC located?**
Legacy Capital Wealth Partners, LLC's principal office is in Little Rock, AR, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Legacy Capital Wealth Partners, LLC registered with the SEC or a state?**
Legacy Capital Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291960.

**How much does Legacy Capital Wealth Partners, LLC manage?**
Legacy Capital Wealth Partners, LLC reports $1,515,904,240 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (95% discretionary).

**How have Legacy Capital Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Legacy Capital Wealth Partners, LLC: Regulatory assets under management: $514,430,425 in the October 2021 data and $1,515,904,240 in the October 2026 data, up 195%. Total employees: 10 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Capital Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (356); high net worth individuals (304); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Legacy Capital Wealth Partners, LLC use?**
Legacy Capital Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Legacy Capital Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291960

**Does Legacy Capital Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "Legacy Capital generally requires a minimum balance of assets under management per household of $500,000; this requirement may be waived solely in the discretion of the Advisor."

**What changed in Legacy Capital Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> If based on a percentage of the value of assets under management, the fee generally ranges between 0.50% and 1.50% annually of the Client’s net billable assets under management.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Legacy Capital generally requires a minimum balance of assets under management per household of $500,000; this requirement may be waived solely in the discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,515,904,240
- Discretionary: $1,438,945,683
- Non-discretionary: $76,958,557

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 356 | $107,496,517 |
| High net worth individuals | 304 | $1,308,035,967 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $23,835,202 |
| Charitable organizations | 9 | $76,536,554 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 21 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, IL, LA, MO, MS, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Columbia, MO
- Rogers, AR

### Websites listed on Form ADV (Item 1.I)
- [legacycapitalwp.com](https://legacycapitalwp.com)
- Facebook @legacycapitalwealthpartners
- X @LegacyCapitalWP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $514,430,425 | 10 | March 19, 2021 |
| October 2022 | $560,078,467 | 20 | March 17, 2022 |
| October 2023 | $1,021,999,600 | 23 | August 7, 2023 |
| October 2024 | $1,128,118,401 | 24 | June 13, 2024 |
| October 2025 | $1,317,812,779 | 21 | June 6, 2025 |
| October 2026 | $1,515,904,240 | 21 | September 29, 2026 |

Regulatory assets under management: $514,430,425 in the October 2021 data and $1,515,904,240 in the October 2026 data, up 195%.
Total employees: 10 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Registered or notice-filed in NE.

### April 2026
- Employees performing advisory functions went from 16 to 17.
- Regulatory assets under management went from $1,317,812,779 to $1,515,904,240 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Capital Wealth Partners, LLC (CRD 291960): Form ADV filing data as of October 2026.