Legacy Capital Wealth Management, LLC
● SEC registered since 2024CRD 332184SEC# 801-130850The Woodlands, TX
Reg. AUM
$273.4M
Employees
3
Accounts
1,055
Location
The Woodlands, TX
Legacy Capital Wealth Management, LLC assets under management
Legacy Capital Wealth Management, LLC is an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2024. It reports $273.4 million in regulatory assets under management and employs 3 people.
Legacy Capital Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crystal Dobson Prachyl Control | Member And Chief Compliance Officer | 50-75% | 2022 |
| Marquis Charles Hammett Control | Member | 50-75% | 2022 |
Frequently asked questions
How much does Legacy Capital Wealth Management, LLC manage?
Legacy Capital Wealth Management, LLC reports $273.4 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Capital Wealth Management, LLC have?
Legacy Capital Wealth Management, LLC reports 3 employees.
Where is Legacy Capital Wealth Management, LLC located?
Legacy Capital Wealth Management, LLC is based in The Woodlands, TX and has been SEC-registered since 2024.
Does Legacy Capital Wealth Management, LLC disclose fund performance?
Legacy Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1725 Hughes Landing Blvd.,, Suite 860, The Woodlands, TX 77380 |
| Phone | (281) 595-1990 |
| Fax | 281-595-9001 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$273.4M▲ 41%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$273.4Mregulatory AUM
Discretionary $257.1MNon-discretionary $16.3M