Legacy Capital Partners

Trust Score 95%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Legacy Capital Partners, federally registered in 1972, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 5 advisors. Legacy Capital Partners manages $352.3 million and provides investment advisory services for 188 clients (1:38 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $600,000
Average Client Balance $1,874,001
Hybrid Advisor No
Disciplinary History No
Total AUM $352.3 million
Advisor / Client Ratio 1:38
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures    (CRD # 105735)
State(s) Registered FL, IL, WI

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