LEGACY CAPITAL GROUP LLC

LEGACY CAPITAL GROUP LLC is an SEC-registered investment adviser (CRD 142705). Regulatory assets under management: $9.2M.

Registration

• CRD: 142705
• Type: Registered investment adviser
• Phone: 720-320-1047
• Latest filing: 2026-06-18
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142705 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search