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| Keyboard |
| Legacy Capital Management Limited Liability Company
✚
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|
|---|---|
| CRD # | 319078 |
| SEC # | 801-129864 |
| CIK # | |
| AUM | 149.8 M (2026-05-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 916-967-3500 |
| Address | 4080 Cavitt Stallman Road Granite Bay, CA 95746 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 49.4 |
| (b) Individuals (high net worth individuals) | 44 | 95.7 |
| (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 | 0.2 |
| (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 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 546 | 149.8 |
| By Discretionary | ||
| Discretionary | 546 | 149.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 546 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.8 | |
| Total | 546 | 149.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 151.0 M |
|
Zenith Solutions Inc
✚
|
PA | 151.0 M |
|
Cascade Financial Strategies LLC
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|
OR | 150.9 M |
|
Poulos Advisors Inc
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|
VT | 150.4 M |
|
Optima Capital Management LLC
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|
AZ | 150.3 M |
|
Atlantis Wealth Advisors LLC
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|
OH | 150.2 M |
|
MZ Capital Management LLC
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|
150.1 M | |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 149.9 M |
|
Fiduciary Capital Management LLC
✚
|
WY | 149.2 M |
|
Peak American Investment Advisors Inc
✚
|
TX | 149.0 M |