LEGACY CAPITAL FUND, INC.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
METAIRIE, Louisiana
CRD number
39179
Registered since
November 21, 1995

Firm profile

FINTRX

Overview

Legacy Capital Fund, Inc. is organized as a corporation and has been SEC-registered since 1995. Ownership is held by an individual and the firm is categorized in the data as an investment bank rather than a capital allocator or a multi-state advisory firm. The firm is not identified as an active ESG investor, is not listed as a pension consultant, and has no indicated affiliations with related advisers. The classification as an investment bank in the available record suggests the entity’s activities are oriented toward securities or advisory services typical of broker-dealer or investment banking work rather than traditional discretionary wealth management, but the firm has not supplied detailed descriptions of its business lines, client segments, fee schedules, or advisory services in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • CHARLES PORTER

    Managing PartnerCRD 3127864

  • MARIANNE VANMETER

    Founder and Managing PartnerCRD 1512218

  • JESSE LIEBE

    Managing DirectorCRD 6954812

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

METAIRIE, LA

JEFFERSON

Location

METAIRIE, LA

Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
JEFFERSON
Address
433 Metairie Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth