Legacy Capital Wealth Partners, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 291960
- Registered since
- February 12, 2018
- Website
- legacycapitalwp.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.29%
- Individuals7.09%
- Charitable Organizations5.05%
- Pension & Profit Sharing Plans1.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Capital Wealth Partners, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2018. The firm operates as a capital allocator for both individual/family and institutional clients, charging a mix of percentage‑of‑AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. FINTRX flags an industry affiliation with an insurance company and notes the firm is not an active ESG investor. The firm has been recognized in Citywire’s “50 Growers Across America” lists in both 2022 and 2024.
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 Equities37%
- Public Funds/Mutual Funds20%
- Private Funds16%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds9%
Owners & executives
2 of 2
Keith Krueger
Chief Financial Officer & PartnerCRD 703775
Morgan Sizer
Chief Investment OfficerCRD 6176788
Contacts
3 of 15
Matthew Jones
PresidentCRD 2557927
Gregory Young
Wealth AdvisorCRD 2083685
Joshua Putnam
Wealth AdvisorCRD 4358266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 163Active vs passive
$313M in ETFs
70%
$219M
26%
$94.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $91.4M | 73,593 | 29.18% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 8315 Cantrell Rd
- Time zone
- CT (UTC-6)
- Office locations
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