|
⚲
|
| Legacy Capital Management Limited Liability Company
✚
|
|
|---|---|
| CRD # | 319078 |
| SEC # | 801-129864 |
| CIK # | |
| AUM | $149.8 M (2026-05-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 916-967-3500 |
| Address | 4080 Cavitt Stallman Road Granite Bay, CA 95746 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 49.4 |
| (b) Individuals (high net worth individuals) | 44 | 95.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 546 | 149.8 |
| By Discretionary | ||
| Discretionary | 546 | 149.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 546 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.8 | |
| Total | 546 | 149.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 0.2 |
|
Zenith Solutions Inc
✚
|
PA | 0.2 |
|
Cascade Financial Strategies LLC
✚
|
OR | 0.2 |
|
Poulos Advisors Inc
✚
|
VT | 0.2 |
|
Optima Capital Management LLC
✚
|
AZ | 0.2 |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 0.2 |
|
MZ Capital Management LLC
✚
|
0.2 | |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 0.1 |
|
Fiduciary Capital Management LLC
✚
|
WY | 0.1 |
|
Peak American Investment Advisors Inc
✚
|
TX | 0.1 |