Legacy Capital Wealth Partners, LLC
● SEC registered since 2018CRD 291960SEC# 801-112442Little Rock, AR
Reg. AUM
$1.52B
Employees
21
Accounts
2,626
Location
Little Rock, AR
About Legacy Capital Wealth Partners
Legacy Capital Wealth Partners provides financial planning, asset management, business succession and exit planning, multi-generational planning, and complex life insurance solutions. It serves entrepreneurs, executives, physicians, and families through life transitions.
Summary based on the firm’s website.
Legacy Capital Wealth Partners, LLC assets under management
Legacy Capital Wealth Partners, LLC is an SEC-registered investment adviser based in Little Rock, AR. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 21 people.
Legacy Capital Wealth Partners, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Legacy Capital Wealth Holdings, LLC Control | Owner | Over 75% | 2017 |
| Little Rock Audio LLC | Owner | 5-10% | 2024 |
| Matthew Ridgway Jones Control | President, Chief Compliance Officer | Under 5% | 2018 |
| Robynmar Investments LLC | Owner | 5-10% | 2024 |
| Jason D Prather Control | Owner | Over 75% | 2012 |
| Jason D. Prather, Ltd. Control | Owner | 50-75% | 2016 |
| Lcg Wealth Management, LLC Control | Owner | Over 75% | 2018 |
| Matthew R. Jones, Ltd. Control | Owner | 50-75% | 2016 |
| Matthew Ridgway Jones Control | Owner | Over 75% | 2012 |
| Morgan Boyd Sizer Control | Owner | 50-75% | 2024 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Legacy Capital Wealth Partners, LLC manage?
Legacy Capital Wealth Partners, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Legacy Capital Wealth Partners, LLC have?
Legacy Capital Wealth Partners, LLC reports 21 employees.
Where is Legacy Capital Wealth Partners, LLC located?
Legacy Capital Wealth Partners, LLC is based in Little Rock, AR and has been SEC-registered since 2018.
Does Legacy Capital Wealth Partners, LLC disclose fund performance?
Legacy Capital Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8315 Cantrell Road, Suite 200, Little Rock, AR 72227 |
| Phone | 501-376-7878 |
| Fax | 501-372-4484 |
| Office hours | 8:30 A.M To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1766228 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▲ 34%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,369 advisers
EmployeesTop 23%
More than 77% of 16,804 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.44BNon-discretionary $77M