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LEGACY CAPITAL WEALTH PARTNERS, LLC

LITTLE ROCK, AR · CRD 291960 · IAPD ↗ · legacycapitalwp.com · 501-376-7878

$1.52BRegulatory AUM
17Advisory reps
21Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — LEGACY CAPITAL WEALTH PARTNERS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — LEGACY CAPITAL WEALTH PARTNERS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2025 — LEGACY CAPITAL WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — LEGACY CAPITAL WEALTH PARTNERS, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.