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 registered investment adviser organized as an LLC and controlled by an individual owner. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutional/business clients, along with pension consulting. Its fee structure includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports a preference for equities and does not identify as an active ESG investor. It is not structured as a capital allocator and, per its disclosures, is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Nan 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