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| Legacy Capital Group California Inc
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| CRD # | 111436 |
| SEC # | 801-69566 |
| CIK # | 0001977092 |
| AUM | 535.7 M (2026-04-22) |
| Employees | 17 (18% Investors, 29% Brokers) |
| Phone | 408-399-6330 |
| Address | 459 Monterey Avenue Los Gatos, CA 95030 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.5 | ||
| Alphabet Inc | 2.9 | ||
| Nvidia Corp | 2.7 | ||
| Microsoft Corp | 2.5 | ||
| Citigroup Inc | 2.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.1 | ||
| Cardinal Health Inc | 2.1 | ||
| Newmont Mining Corp /DE/ | 2.0 | ||
| J P Morgan Chase & Co | 2.0 | ||
| General Dynamics Corp | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 155 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 0.1 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,763 | 0.5 |
| By Discretionary | ||
| Discretionary | 1,763 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,763 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 1,763 | 0.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001977092] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Legacy Capital Group California Inc
✚
|
CA | 535.7 M |
|
React Investment Solutions LLC
✚
|
CA |
| Comparable Firms | State | AUM |
|---|---|---|
|
WBI Investments LLC
✚
|
NJ | 539.6 M |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 539.4 M |
|
Mountain Hill Investment Partners
✚
|
NJ | 539.0 M |
|
The Capital Advisory Group Advisory Services LLC
✚
|
AZ | 538.8 M |
|
SPG Advisors LLC
✚
|
WA | 535.4 M |
|
Financial Innovations LLC
✚
|
GA | 535.2 M |
|
National Wealth Management Group LLC
✚
|
OH | 534.9 M |
|
New Capital Management LP
✚
|
TX | 533.5 M |
|
Consultiva Wealth Management Corp
✚
|
PR | 532.7 M |
|
White Pine Investment Company
✚
|
MI | 532.3 M |