THE WOODLANDS, TXCRD 332184Latest ADV March 24, 2026
Legacy Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 24, 2026, reports $273M in regulatory assets under management, 3 employees, and 1,055 accounts.
Assets Under Management
$273M
Employees
3
Offices
--
Total Clients
280
Primary office
THE WOODLANDS, TX
1725 HUGHES LANDING BLVD., SUITE 860, THE WOODLANDS, TX, United States
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
143
2
Individuals
48.6%
136
3
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of March 24, 2026
Discretionary94.0%
$257M
94% of total RAUM94.0%
Non-discretionary6.0%
$16M
6% of total RAUM6.0%
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$273M
Total Accounts1,055
10Y AUM Change+$92M (+50.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee93:1
10Y Employee Change0 (0.0%)
* 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.