Legacy Capital

Updated today

Find your advisor

Client assets under management

$271,684,404

Clients

279

51% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$973,779

About

Legacy Capital Wealth Management serves individuals, high‑net‑worth families, trusts, retirement plans, corporations, and charitable foundations with discretionary and non‑discretionary portfolio management, integrated financial planning, consulting, and retirement plan advisory services. The firm also provides legacy‑position management, may recommend alternative investments and independent third‑party managers, and includes financial planning as part of its standard advisory engagement.

The firm combines strategic and tactical asset allocation with long‑term holding orientations, allocating across equities, fixed income, cash, mutual funds, ETFs, and, when appropriate, alternative assets; portfolios are rebalanced discretio narily in line with the firm’s market views and client objectives. Legacy Capital uses third‑party managers for certain mandates and employs an administrative and reporting platform (Advyzon) to support performance reporting and account administration.

A distinctive operational feature is that some of Legacy Capital’s investment adviser representatives are dually registered as registered representatives of Purshe Kaplan Sterling Investments (PKS) and may also hold insurance licenses, which means they may effect broker‑dealer transactions and receive related commissions in addition to advisory fees; this broker‑dealer affiliation is uncommon among supported firms. The firm also has an affiliated tax and accounting entity (Legacy Capital Tax Services, LLC) that can provide tax preparation and consulting, and it will vote client proxies only for clients who have explicitly delegated that authority.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Fixed

Consulting services may also be charged a fixed fee up to $10,000 depending on scope and complexity.

Commissions

Some Investment Advisor Representatives are registered representatives of a broker-dealer and may receive sales commissions for securities transactions.

Project-based

Consulting services generally charged at $500 per hour.

Main office location

Legacy Capital

1725 Hughes Landing Blvd.,, Suite 860

The Woodlands TX 77380, United States

Number of offices

Most active in

Colorado · Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website (281) 595-1990

Advisors at this firm

Crystal P

CFP®, Series 66

The Woodlands, TX

Legacy Capital

Crystal Prachyl is a CFP® and holds a Series 66 license, with 18 years of industry experience. She has worked at Merrill Lynch from 2007 to 2019 and at MAIN STREET FINANCIAL SOLUTIONS, LLC d/b/a PRACHYL HAMMET FIN. from 2019 to 2024 before joining Legacy Capital in 2024. Legacy Capital Wealth Management serves individuals, families, trusts, retirement plans, corporations, and charitable foundations by providing discretionary investment management, integrated financial planning, and consulting services. The firm emphasizes diversified asset allocation with a blend of strategic and tactical approaches, integrating financial planning into portfolio management while utilizing custodial and technology platforms to support operations.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Micala P

CFP®

The Woodlands, TX

Legacy Capital

Micala Patschke is a CFP® professional with three years of industry experience, currently with Legacy Capital. She previously worked at Main Street Financial Solutions, LLC, and had multiple roles at Merrill Lynch. Outside of her advisory work, she is a partner in a non-investment-related home investment business managing tenant relations and property upkeep. Legacy Capital Wealth Management serves a diverse client base including individuals, families, trusts, and institutions, offering discretionary investment management and integrated financial planning. The firm emphasizes diversified asset allocation with strategic and tactical components, supported by technology platforms and custodial relationships.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Marquis H

CFP®, Series 63, Series 66

The Woodlands, TX

Legacy Capital

Marquis Hammett is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Legacy Capital. His prior roles include positions at Purshe Kaplan Sterling Investments and Merrill Lynch. He also operates a tax services firm providing tax preparation, planning, and consulting. Legacy Capital Wealth Management serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and integrated financial planning, employing a diversified asset allocation approach supported by technology platforms and custodial relationships.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support