LEGACY CAPITAL WEALTH MANAGEMENT, LLC

LEGACY CAPITAL WEALTH MANAGEMENT, LLC of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 332184). Regulatory assets under management: $273.4M.

Registration

• CRD: 332184
• SEC file number: 801-130850
• Type: Registered investment adviser
• Location: 1725 HUGHES LANDING BLVD.,, SUITE 860, THE WOODLANDS, TX, 77380
• Phone: (281) 595-1990
• Latest filing: 2026-03-24
• Regulatory AUM: $273.4M
• Discretionary AUM: $257.1M
• Non-discretionary AUM: $16.3M
• Clients: 3
• Accounts: 1,055

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332184 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search