LEGACY CAPITAL GROUP CALIFORNIA, INC.
CRD #111436 SEC #801-69566 LOS GATOS, CA 408-399-6330
SEC Registered
Total AUM
$608.4M
Discretionary
$608.4M
Employees
18
Clients
101
Accounts
2,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $608.4M | $608.4M | $0 | 18 | 0 |
| Apr 2025 | $608.4M | $608.4M | $0 | 18 | 0 |
| Apr 2025 | $608.4M | $608.4M | $0 | 18 | 0 |
| Apr 2024 | $444M | $444M | $0 | 18 | 0 |
| Aug 2023 | $424.1M | $424.1M | $0 | 14 | 0 |
| Jul 2023 | $424.1M | $424.1M | $0 | 14 | 0 |
| Jul 2023 | $424.1M | $424.1M | $0 | 14 | 0 |
| Jun 2023 | $424.1M | $424.1M | $0 | 14 | 0 |
| May 2023 | $424.1M | $424.1M | $0 | 14 | 0 |
| Jan 2023 | $455.2M | $455.2M | $0 | 14 | 2 |
| Jun 2022 | $455.2M | $455.2M | $0 | 14 | 2 |
| May 2022 | $455.2M | $455.2M | $0 | 14 | 2 |
| May 2021 | $345.1M | $345.1M | $0 | 14 | 2 |
| May 2020 | $317.7M | $317.7M | $0 | 15 | 196 |
| May 2020 | $317.7M | $317.7M | $0 | 15 | 196 |
| Nov 2019 | $317.6M | $317.6M | $0 | 14 | 187 |
| May 2019 | $317.6M | $317.6M | $0 | 14 | 187 |
| May 2018 | $332M | $332M | $0 | 13 | 189 |
| May 2017 | $205.8M | $205.8M | $0 | 15 | 177 |
| May 2016 | $318.9M | $318.9M | $0 | 14 | 177 |
| Nov 2015 | $297.7M | $0 | $297.7M | 14 | 26 |
| Jul 2015 | $302.1M | $0 | $302.1M | 14 | 26 |
| May 2015 | $302.1M | $0 | $302.1M | 14 | 26 |
| Sep 2014 | $282.1M | $0 | $282.1M | 9 | 26 |
| May 2014 | $2.7B | $0 | $2.7B | 9 | 26 |
| May 2013 | $238.6M | $0 | $238.6M | 7 | 26 |
| May 2012 | $212.2M | $0 | $212.2M | 6 | 26 |
| May 2011 | $302.6M | $0 | $302.6M | 10 | -- |
| Apr 2009 | $179.2M | $0 | $179.2M | 10 | -- |
DateNov 2025
Total AUM$608.4M
Discretionary$608.4M
Non-Disc.$0
Employees18
Clients0
DateApr 2025
Total AUM$608.4M
Discretionary$608.4M
Non-Disc.$0
Employees18
Clients0
DateApr 2025
Total AUM$608.4M
Discretionary$608.4M
Non-Disc.$0
Employees18
Clients0
DateApr 2024
Total AUM$444M
Discretionary$444M
Non-Disc.$0
Employees18
Clients0
DateAug 2023
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees14
Clients0
DateJul 2023
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees14
Clients0
DateJul 2023
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees14
Clients0
DateJun 2023
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees14
Clients0
DateMay 2023
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$455.2M
Discretionary$455.2M
Non-Disc.$0
Employees14
Clients2
DateJun 2022
Total AUM$455.2M
Discretionary$455.2M
Non-Disc.$0
Employees14
Clients2
DateMay 2022
Total AUM$455.2M
Discretionary$455.2M
Non-Disc.$0
Employees14
Clients2
DateMay 2021
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees14
Clients2
DateMay 2020
Total AUM$317.7M
Discretionary$317.7M
Non-Disc.$0
Employees15
Clients196
DateMay 2020
Total AUM$317.7M
Discretionary$317.7M
Non-Disc.$0
Employees15
Clients196
DateNov 2019
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees14
Clients187
DateMay 2019
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees14
Clients187
DateMay 2018
Total AUM$332M
Discretionary$332M
Non-Disc.$0
Employees13
Clients189
DateMay 2017
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees15
Clients177
DateMay 2016
Total AUM$318.9M
Discretionary$318.9M
Non-Disc.$0
Employees14
Clients177
DateNov 2015
Total AUM$297.7M
Discretionary$0
Non-Disc.$297.7M
Employees14
Clients26
DateJul 2015
Total AUM$302.1M
Discretionary$0
Non-Disc.$302.1M
Employees14
Clients26
DateMay 2015
Total AUM$302.1M
Discretionary$0
Non-Disc.$302.1M
Employees14
Clients26
DateSep 2014
Total AUM$282.1M
Discretionary$0
Non-Disc.$282.1M
Employees9
Clients26
DateMay 2014
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees9
Clients26
DateMay 2013
Total AUM$238.6M
Discretionary$0
Non-Disc.$238.6M
Employees7
Clients26
DateMay 2012
Total AUM$212.2M
Discretionary$0
Non-Disc.$212.2M
Employees6
Clients26
DateMay 2011
Total AUM$302.6M
Discretionary$0
Non-Disc.$302.6M
Employees10
Clients--
DateApr 2009
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees10
Clients--