Legacy Capital Wealth Partners, LLC

Legacy Capital Wealth Partners, LLC provides holistic financial planning and both discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, families, family offices, trusts, charitable foundations, nonprofits and retirement/profit‑sharing plans. The firm also offers financial consulting and 3(21) retirement plan advisory services, with advisory engagements typically structured as negotiated asset‑based fees.

The firm emphasizes a client‑specific, planning‑driven approach, using fundamental analysis to construct generally long‑term, diversified portfolios that may include mutual funds, ETFs, alternatives, options and individual securities, and it may allocate portions of client assets to unaffiliated external managers. Legacy Capital integrates ongoing monitoring and quarterly reporting, and relies on institutional custodial platforms (Schwab and Fidelity) for trade execution, reporting and research and operational support.

Distinctive operational features disclosed in the Form ADV include roughly $1.52 billion in assets under management, a 16‑advisor team serving about 660 clients, and reliance on platform‑provided due diligence for certain external managers rather than performing independent manager due diligence. The firm also discloses that some advisory personnel are registered representatives of a broker‑dealer and licensed insurance agents (which can give rise to conflicts when recommending commissionable products), that it may assume proxy‑voting authority for client accounts, and that it occasionally compensates third‑party referrers.