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| Legacy Capital Wealth Partners LLC
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|---|---|
| CRD # | 291960 |
| SEC # | 801-112442 |
| CIK # | 0001766228 |
| AUM | 1,515.9 M (2026-06-15) |
| Employees | 21 (81% Investors, 24% Brokers) |
| Fees | |
| Minimum | |
| Phone | 501-376-7878 |
| Address | 8315 Cantrell Road Little Rock, AR 72227 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766228 |
| Sector | Form 13F Holdings | Value ($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 | ||
| World Currency Gold Trust | 3.6 | ||
| Facebook Inc | 3.6 | ||
| Alphabet Inc | 3.3 | ||
| SVF Investment Corp 3 | 2.8 | ||
| Prev | Page 1 | Next | |||
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Edgemoor Investment Advisors Inc
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|
RBC Securities Inc
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