AMERICAN LEGACY CAPITAL

AMERICAN LEGACY CAPITAL is an SEC-registered investment adviser (CRD 287967). Regulatory assets under management: $5.9M.

Registration

• CRD: 287967
• Type: Registered investment adviser
• Phone: 3108061979
• Latest filing: 2026-05-27
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Non-discretionary AUM: $965
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search