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. The firm is owned by an individual and is classified in the source data as an investment bank rather than a traditional registered investment adviser or capital allocator. The record indicates the firm does not report activity as an ESG investor, is not a multi-state adviser, is not newly formed, and does not identify itself as a pension consultant or as a related adviser to another entity. The firm did not supply detailed descriptions of its advisory activities, fee model, client segments, or business affiliations in the provided 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

    Charles Porter

    Managing PartnerCRD 3127864

  • Marianne Vanmeter

    Marianne Vanmeter

    Founder and Managing PartnerCRD 1512218

  • Jesse Liebe

    Jesse Liebe

    Managing DirectorCRD 6954812

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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