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 $1,021,999,600 assets under management, offering retirement planning & investment advisory services to 2139 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291960
SEC#	801-112442
Assets Managed by Firm	$1,021,999,600
No. of Clients	2139
No. of Advisors	23

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2139	$1,021,999,600
Individuals (other than high net worth individuals)	292	$155,437,396
High net worth individuals	228	$841,966,602
Pension and profit sharing plans	8	$21,353,246
Charitable organizations	Fewer than 5 clients	$3,242,356

Inquire with LEGACY CAPITAL WEALTH PARTNERS, LLC

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STEPHENS 111 Center St Little Rock, AR, 72201	$13,304,755,860	21432	658
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$6,566,514,163	115	22
SOWELL MANAGEMENT 5320 Northshore Drive North Little Rock, AR, 72118	$2,809,119,381	12450	122
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,704,710,870	7899	247
CABANA ASSET MANAGEMENT 220 S. School Ave. Fayetteville, AR, 72701	$1,476,780,500	722	22

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