Legacy Capital Group California, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Gatos, CA. Its latest Form ADV filing, dated April 22, 2026, reports $536M in regulatory assets under management, 17 employees, 1 office, and 1,763 accounts.
Assets Under Management
$536M
Employees
17
Offices
1 office
Total Clients
231
Primary office
LOS GATOS, CA
459 MONTEREY AVENUE, SUITE 100, LOS GATOS, CA, United States
Top client segmentHNWI represent 67.1% of total clients.
Top client categories% of clientsClients
1
HNWI
67.1%
155
2
Pension Plans
13.0%
30
3
Corporations
11.3%
26
4
Charitable
7.4%
17
5
Pooled Investment Vehicles
1.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$536Mas of April 22, 2026
Discretionary100.0%
$536M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$536M
Total Accounts1,763
10Y AUM Change+$330M (+160.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee14:1
10Y Employee Change+2 (+13.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.