# LEGACY CAPITAL GROUP CALIFORNIA, INC.

LEGACY CAPITAL GROUP CALIFORNIA, INC. of LOS GATOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111436
- Type: SEC-registered investment adviser
- SEC file number: 801-69566
- Location: 459 MONTEREY AVENUE, SUITE 100, LOS GATOS, CA, 95030
- Phone: 408-399-6330
- Latest filing: 2026-04-22
- Regulatory AUM: $535.7M
- Discretionary AUM: $535.7M
- Clients: 17
- Accounts: 1,763

## Business model

- Compensation: % of AUM, Fixed, Commissions, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Lonny Scott Elfenbein | CHIEF COMPLIANCE OFFICER | — |
| Richard Evan Baer | CHAIRMAN OF THE BOARD | — |
| Brent Charles Bunger | PRESIDENT | — |
| Andrew Michael Baugh | CFO & CIO; CIO | — |
| Kim Ann Lawson | COO | — |
| LAWSON KIM ANN | COO | — |
| PATTON KEVIN JASON | CHIEF COMPLIANCE OFFICER | — |
| BAUGH ANDREW MICHAEL | CEO,CHIEF COMPLIANCE OFFICER; CIO; CIO, CHIEF COMPLIANCE OFFICER | — |
| BAER RICHARD EVAN | CHAIRMAN OF THE BOARD | — |
| BUNGER BRENT CHARLES | PRESIDENT | — |
| Elfenbein Lonny Scott | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 4083996330 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111436/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111436/similar
- Related entities: https://search.stillhousedata.com/firm/111436/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111436

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.