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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Capital Group California Inc
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| CRD # | 111436 |
| SEC # | 801-69566 |
| CIK # | 0001977092 |
| AUM | $608.4 M (2025-04-17) |
| Employees | 18 (22% Investors, 33% Brokers) |
| Phone | 408-399-6330 |
| Address | 459 Monterey Avenue Los Gatos, CA 95030 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001977092 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.9 | ||
| Nvidia Corp | 16.6 | ||
| Rubrik Inc | 16.2 | ||
| Microsoft Corp | 5.7 | ||
| J P Morgan Chase & Co | 4.3 | ||
| FS KKR Capital Corp | 4.1 | ||
| International Business Machines Corp | 3.6 | ||
| Constellation Energy Corp | 3.0 | ||
| Spotify Technology Sa | 3.0 | ||
| Alphabet Inc | 3.0 | ||
| Walt Disney Co | 2.9 | ||
| Goldman Sachs Group Inc | 2.7 | ||
| Amazon Com Inc | 2.5 | ||
| ALTC Acquisition Corp | 2.2 | ||
| Taser International Inc | 2.2 | ||
| Citigroup Inc | 2.1 | ||
| Johnson & Johnson | 2.1 | ||
| Robinhood Markets Inc | 2.0 | ||
| Facebook Inc | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 0.0 |
| (b) Individuals (high net worth individuals) | 153 | 0.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,090 | 0.6 |
| By Discretionary | ||
| Discretionary | 2,090 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,090 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 2,090 | 0.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001977092] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Capital Group California Inc
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|
CA | 0.6 |
|
React Investment Solutions LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
G A Repple & Company
✚
|
FL | 0.6 |
|
Preisz Associates Inc
✚
|
OR | 0.6 |
|
Sageguard Financial Group LLC
✚
|
TN | 0.6 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.6 |
|
Verde Capital Management Inc
✚
|
MI | 0.6 |
|
American Independent Securities Group LLC
✚
|
ID | 0.6 |
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.6 |
|
Saaga LLC
✚
|
FL | 0.6 |
|
Marcellus Investment Managers Private Limited
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|
0.6 |