LITTLE ROCK, ARCRD 291960Latest ADV March 13, 2026
Legacy Capital Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 13, 2026, reports $1.5B in regulatory assets under management, 21 employees, 2 offices, and 2,626 accounts.
Assets Under Management
$1.5B
Employees
21
Offices
2 offices
Total Clients
680
Primary office
LITTLE ROCK, AR
8315 CANTRELL ROAD, SUITE 200, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
356
2
HNWI
44.7%
304
3
Pension Plans
1.6%
11
4
Charitable
1.3%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 13, 2026
Discretionary94.9%
$1.4B
95% of total RAUM94.9%
Non-discretionary5.1%
$77M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts2,626
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee32:1
10Y Employee Change+15 (+250.0%)
* 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.