AMERICAN LEGACY CAPITAL
Firm details
- Headquarters
- ,
- CRD number
- 287967
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
American Legacy Capital is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm combines fee arrangements — percentage of AUM, hourly, and fixed-fee engagements — with insurance-broker activities. Its ADV lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory offerings; however, the snapshot flags indicate the firm is not designated as a pension consultant and it does not report multi-state adviser status. The firm is not an active ESG investor and appears to be owner-operated by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents1%
Contacts
1 of 1NAN NEWMAN
Sole OwnerCRD 4882181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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