|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Capital Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 291960 |
| SEC # | 801-112442 |
| CIK # | 0001766228 |
| AUM | $1.3 B (2025-06-06) |
| Employees | 21 (76% Investors, 29% Brokers) |
| Phone | 501-376-7878 |
| Address | 8315 Cantrell Road Little Rock, AR 72227 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766228 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 51.5 | ||
| Hunt J B Transport Services Inc | 17.1 | ||
| GAP Inc | 12.7 | ||
| Tesla Motors Inc | 10.3 | ||
| EOG Resources Inc | 7.1 | ||
| Nvidia Corp | 6.4 | ||
| Apple Inc | 5.2 | ||
| Microsoft Corp | 4.5 | ||
| Amazon Com Inc | 4.1 | ||
| Facebook Inc | 2.9 | ||
| VISA Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 101.7 |
| (b) Individuals (high net worth individuals) | 229 | 1,168.9 |
| (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 | 26.8 |
| (h) Charitable organizations | 5 | 17.5 |
| (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 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,548 | 1,317.8 |
| By Discretionary | ||
| Discretionary | 1,976 | 1,070.4 |
| Non-Discretionary | 572 | 247.4 |
| Total | 2,548 | 1,317.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,317.8 | |
| Total | 2,548 | 1,317.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766228] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adamo Capital Family Office LLC
✚
|
FL | 1.3 |
|
Serenus Wealth Advisors LLC
✚
|
CA | 1.3 |
|
Ascent Wealth Partners LLC
✚
|
NY | 1.3 |
|
Thrive Wealth Management LLC
✚
|
PA | 1.3 |
|
MJP Associates Inc
✚
|
CT | 1.3 |
|
CCM Investment Advisers LLC
✚
|
SC | 1.3 |
|
Rossmore Private Capital LLC
✚
|
CT | 1.3 |
|
RVW Wealth LLC
✚
|
CA | 1.3 |
|
Strategic Family Wealth Counselors LLC
✚
|
NJ | 1.3 |
|
Linden Global Strategies LLC
✚
|
NY | 1.3 |