Legacy Capital Group California, Inc.
● SEC registered since 2008CRD 111436SEC# 801-69566Los Gatos, CA
Reg. AUM
$535.7M
Employees
17
Accounts
1,763
Location
Los Gatos, CA
Legacy Capital Group California, Inc. assets under management
Legacy Capital Group California, Inc. is an SEC-registered investment adviser based in Los Gatos, CA. The firm has been registered since 2008. It reports $535.7 million in regulatory assets under management and employs 17 people.
Legacy Capital Group California, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Baugh Control | Cfo & Cio | 5-10% | 2004 |
| Brent Charles Bunger Control | President | 25-50% | 1992 |
| Kim Ann Lawson Control | Coo | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Capital Group California, Inc. manage?
Legacy Capital Group California, Inc. reports $535.7 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Capital Group California, Inc. have?
Legacy Capital Group California, Inc. reports 17 employees.
Where is Legacy Capital Group California, Inc. located?
Legacy Capital Group California, Inc. is based in Los Gatos, CA and has been SEC-registered since 2008.
Does Legacy Capital Group California, Inc. disclose fund performance?
Legacy Capital Group California, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 459 Monterey Avenue, Suite 100, Los Gatos, CA 95030 |
| Phone | 408-399-6330 |
| Fax | 408-399-6333 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$535.7M▼ 12%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$535.7Mregulatory AUM
Discretionary $535.7M