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| Legacy Capital Wealth Management LLC
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| CRD # | 332184 |
| SEC # | 801-130850 |
| CIK # | 0002071183 |
| AUM | 273.4 M (2026-03-24) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 281-595-1990 |
| Address | 1725 Hughes Landing Blvd, The Woodlands, TX 77380 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002071183 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.5 | ||
| Apple Inc | 4.7 | ||
| Amazon Com Inc | 4.3 | ||
| Microsoft Corp | 4.1 | ||
| Alphabet Inc | 4.0 | ||
| Chevron Corp | 3.7 | ||
| Royal Caribbean Cruises Ltd | 3.6 | ||
| Sterling Construction Co Inc | 3.6 | ||
| KLA Tencor Corp | 3.5 | ||
| TJX Companies Inc /DE/ | 3.4 | ||
| Broadcom Inc | 3.4 | ||
| McKesson Corp | 3.2 | ||
| Facebook Inc | 3.1 | ||
| Emcor Group Inc | 3.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.1 | ||
| Newmont Mining Corp /DE/ | 3.1 | ||
| Arista Networks Inc | 3.1 | ||
| Parker Hannifin Corp | 2.9 | ||
| American Electric Power Co Inc | 2.9 | ||
| O Reilly Automotive Inc | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 21.0 |
| (b) Individuals (high net worth individuals) | 143 | 250.7 |
| (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 | 0.0 |
| (h) Charitable organizations | 1 | 1.7 |
| (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 | 1,055 | 273.4 |
| By Discretionary | ||
| Discretionary | 936 | 257.1 |
| Non-Discretionary | 119 | 16.3 |
| Total | 1,055 | 273.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.4 | |
| Total | 1,055 | 273.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002071183] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
O'Connor Financial Group LLC
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IL | 275.3 M |
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Russell Capital Management LLC
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Invest Capital Partners Co
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Tailored Wealth Solutions LLC
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271.6 M | |
|
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CO | 271.3 M |
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AZ | 270.3 M |