LEGACY CAPITAL WEALTH PARTNERS, LLC
CRD #291960 SEC #801-112442 LITTLE ROCK, AR 501-376-7878
SEC Registered
Total AUM
$1.3B
Discretionary
$1.1B
Employees
21
Clients
51
Accounts
2,548
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.3B | $1.1B | $247.4M | 21 | 0 |
| Mar 2025 | $1.3B | $1.1B | $247.4M | 21 | 0 |
| Feb 2025 | $1.1B | $890.6M | $237.5M | 24 | 0 |
| Jun 2024 | $1.1B | $890.6M | $237.5M | 24 | 0 |
| Mar 2024 | $1.1B | $890.6M | $237.5M | 24 | 0 |
| Aug 2023 | $1B | $795.2M | $226.8M | 23 | 4 |
| May 2023 | $1B | $795.2M | $226.8M | 23 | 4 |
| Mar 2023 | $918.5M | $725.6M | $192.8M | 23 | 4 |
| Nov 2022 | $560.1M | $492.9M | $67.2M | 20 | 4 |
| Mar 2022 | $560.1M | $492.9M | $67.2M | 20 | 4 |
| Dec 2021 | $514.4M | $453.9M | $60.5M | 10 | 4 |
| Mar 2021 | $514.4M | $453.9M | $60.5M | 10 | 4 |
| Oct 2020 | $293.3M | $199.5M | $93.8M | 9 | 0 |
| Jun 2020 | $293.3M | $199.5M | $93.8M | 9 | 0 |
| Mar 2020 | $293.3M | $199.5M | $93.8M | 9 | 0 |
| Dec 2019 | $274.9M | $166.5M | $108.3M | 9 | 0 |
| Jul 2019 | $274.9M | $166.5M | $108.3M | 9 | 0 |
| Jun 2019 | $274.9M | $166.5M | $108.3M | 9 | 0 |
| Mar 2019 | $274.9M | $166.5M | $108.3M | 9 | 0 |
| Aug 2018 | $185M | $185M | $0 | 6 | 0 |
| Mar 2018 | $0 | $0 | $0 | 6 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$247.4M
Employees21
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$247.4M
Employees21
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$890.6M
Non-Disc.$237.5M
Employees24
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$890.6M
Non-Disc.$237.5M
Employees24
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$890.6M
Non-Disc.$237.5M
Employees24
Clients0
DateAug 2023
Total AUM$1B
Discretionary$795.2M
Non-Disc.$226.8M
Employees23
Clients4
DateMay 2023
Total AUM$1B
Discretionary$795.2M
Non-Disc.$226.8M
Employees23
Clients4
DateMar 2023
Total AUM$918.5M
Discretionary$725.6M
Non-Disc.$192.8M
Employees23
Clients4
DateNov 2022
Total AUM$560.1M
Discretionary$492.9M
Non-Disc.$67.2M
Employees20
Clients4
DateMar 2022
Total AUM$560.1M
Discretionary$492.9M
Non-Disc.$67.2M
Employees20
Clients4
DateDec 2021
Total AUM$514.4M
Discretionary$453.9M
Non-Disc.$60.5M
Employees10
Clients4
DateMar 2021
Total AUM$514.4M
Discretionary$453.9M
Non-Disc.$60.5M
Employees10
Clients4
DateOct 2020
Total AUM$293.3M
Discretionary$199.5M
Non-Disc.$93.8M
Employees9
Clients0
DateJun 2020
Total AUM$293.3M
Discretionary$199.5M
Non-Disc.$93.8M
Employees9
Clients0
DateMar 2020
Total AUM$293.3M
Discretionary$199.5M
Non-Disc.$93.8M
Employees9
Clients0
DateDec 2019
Total AUM$274.9M
Discretionary$166.5M
Non-Disc.$108.3M
Employees9
Clients0
DateJul 2019
Total AUM$274.9M
Discretionary$166.5M
Non-Disc.$108.3M
Employees9
Clients0
DateJun 2019
Total AUM$274.9M
Discretionary$166.5M
Non-Disc.$108.3M
Employees9
Clients0
DateMar 2019
Total AUM$274.9M
Discretionary$166.5M
Non-Disc.$108.3M
Employees9
Clients0
DateAug 2018
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0