Legacy Capital
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 332184
- Registered since
- August 7, 2024
- Website
- www.lead-a-legacy.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI91.68%
- Individuals7.69%
- Charitable Organizations0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Legacy Capital is a privately held limited liability company that registered with the SEC in 2024 and is owned by an individual. Its client base spans individuals and families as well as institutional clients. Advisory services documented include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. Compensation mixes include percentage-of-AUM fees alongside hourly, fixed-fee and performance-based arrangements. The firm reports it does not pursue ESG-focused investing and is not designated as a multi-state adviser or capital allocator. Industry connections include relationships with a broker-dealer and an insurance company.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities38%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds3%
Contacts
3 of 3
Crystal Prachyl
Managing PartnerCRD 5307936
Marquis Hammett
Managing PartnerCRD 6310524
Micala Patschke
Vice PresidentCRD 6809695
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$119M in ETFs
41%
$48.7M
53%
$69.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Growth | $26.1M | 161,592 | 22.01% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 1725 Hughes Landing Blvd
- Time zone
- CT (UTC-6)
- Office locations
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