LEGACY CAPITAL WEALTH PARTNERS, LLC

8315 Cantrell Road
Suite 200
Little Rock, Arkansas 72227
Tel: 501-376-7878

About LEGACY CAPITAL WEALTH PARTNERS, LLC

LEGACY CAPITAL WEALTH PARTNERS, LLC, formally registered with the SEC as LEGACY CAPITAL WEALTH PARTNERS, LLC. The firm was established in 02/12/2018. They have over 2 offices throughout the country.

LEGACY CAPITAL WEALTH PARTNERS, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $1,128,118,401 assets under management, offering retirement planning & investment advisory services to 2360 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291960
SEC#	801-112442
Assets Managed by Firm	$1,128,118,401
No. of Clients	2360
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2360	$1,128,118,401
Individuals (other than high net worth individuals)	324	$103,460,687
High net worth individuals	228	$986,581,370
Pension and profit sharing plans	9	$21,394,082
Charitable organizations	5	$16,682,262

More Retirement Planning firms in Little Rock, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
SOWELL MANAGEMENT 5320 Northshore Drive North Little Rock, AR, 72118	$3,329,402,135	13257	157
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4

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