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| Legacy Capital Wealth Partners LLC
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|
|---|---|
| CRD # | 291960 |
| SEC # | 801-112442 |
| CIK # | 0001766228 |
| AUM | $1.5 B (2026-06-15) |
| Employees | 21 (81% Investors, 24% Brokers) |
| Phone | 501-376-7878 |
| Address | 8315 Cantrell Road Little Rock, AR 72227 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 61.0 | ||
| Hunt J B Transport Services Inc | 22.5 | ||
| Horton D R Inc /DE/ | 14.9 | ||
| Tesla Motors Inc | 9.7 | ||
| GAP Inc | 7.3 | ||
| Nvidia Corp | 6.9 | ||
| Apple Inc | 6.4 | ||
| EOG Resources Inc | 5.8 | ||
| Amazon Com Inc | 3.7 | ||
| Microsoft Corp | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 107.5 |
| (b) Individuals (high net worth individuals) | 304 | 1,308.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 23.8 |
| (h) Charitable organizations | 9 | 76.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,626 | 1,515.9 |
| By Discretionary | ||
| Discretionary | 2,319 | 1,438.9 |
| Non-Discretionary | 307 | 77.0 |
| Total | 2,626 | 1,515.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,515.9 | |
| Total | 2,626 | 1,515.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766228] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Triad Wealth Partners LLC
✚
|
KS | 1.5 |
|
Capital Creek Partners LLC
✚
|
TX | 1.5 |
|
Tamar Securities LLC
✚
|
CA | 1.5 |
|
Anderson Financial Partners Inc
✚
|
FL | 1.5 |
|
Next Century Growth Investors LLC
✚
|
MN | 1.5 |
|
Ascent Wealth Partners LLC
✚
|
NY | 1.5 |
|
Midwest Financial Partners Investments Inc
✚
|
MN | 1.5 |
|
Legacy Financial Advisors Inc
✚
|
KY | 1.5 |
|
Edgemoor Investment Advisors Inc
✚
|
MD | 1.5 |
|
RBC Securities Inc
✚
|
CA | 1.5 |