Legacy Capital Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, insurance, and tax preparation.
Legacy Capital Wealth Management reports 280 clients. They include 143 high-net-worth individuals, 136 individual clients and 1 charitable organization. Of its assets, 94.0% ($257M across 936 accounts) are managed with discretion; $16.3M across 119 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 8% |
| High-net-worth individuals | 51% | 92% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 136 | $21M | 7.7% | $155K |
| High-net-worth individuals | 143 | $251M | 91.7% | $1.75M |
| Charitable organizations | Fewer than 5 | $1.74M | 0.6% | $1.74M |
| Total | 280 | $273M | 100% | — |
- Clients
- 136
- Regulatory AUM
- $21M
- AUM share
- 7.7%
- Avg. per client
- $155K
- Clients
- 143
- Regulatory AUM
- $251M
- AUM share
- 91.7%
- Avg. per client
- $1.75M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.74M
- AUM share
- 0.6%
- Avg. per client
- $1.74M
Total
- Clients
- 280
- Regulatory AUM
- $273M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Legacy Capital Wealth Management charges up to 1.50% a year for its Investment Management Fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting services are billed hourly, generally $500 per hour, or as a fixed fee up to $10,000, and are negotiable.
Marquis Hammett owns 50% to 75% of Legacy Capital Wealth Management. The leadership team of Legacy Capital Wealth Management includes Chief Compliance Officer Crystal Prachyl. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 50% to 75% of Legacy Capital Wealth Management, LLC
Marquis Hammett
Control person · since November 2022
- Owns 50% to 75% of Legacy Capital Wealth Management, LLC
Crystal Prachyl
Control person · since November 2022
Legacy Capital Wealth Management’s regulatory assets grew from $194M (April 2025) to $273M (August 2026); clients rose from 235 to 280 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $273M | 280 | 3 | 1 |
| Apr 2025April 2025 | $194M | 235 | 3 | 1 |
Besides its headquarters, Legacy Capital Wealth Management has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1725 Hughes Landing BLVD.,, Suite 860, The WoodlandsHQ
Contact and registration details
- Legal name
- Legacy Capital Wealth Management, LLC
- Headquarters
- 1725 Hughes Landing BLVD.,, Suite 860, The Woodlands, TX 77380
- Website
- lead-a-legacy.com
- Phone
- 281-595-1990
- @leadalegacy
- SEC file
- 801-130850
- Founded
- 2022
- Structure
- Texas LLC
- Fiscal year end
- December
Legacy Capital Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($268M). Legacy Capital Wealth Management has custody of $50M for 81 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $268M100%
At year end, Legacy Capital Wealth Management’s separately managed accounts were mostly in funds (50%) and stocks (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $218M across 80 positions; the largest are Invesco Exch Traded FD TR II (12.0%), First TR Exchange-traded FD (5.0%) and Innovator ETFS Trust (4.6%).
What the accounts hold
- Stocks38%
- Funds50%
- Bonds3%
- Cash9%
How many clients does Legacy Capital Wealth Management have?
Legacy Capital Wealth Management has 280 clients and manages $273 million for them, as of August 2026. They include 143 high-net-worth individuals, 136 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does Legacy Capital Wealth Management offer?
Legacy Capital Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, insurance, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Legacy Capital Wealth Management charge?
Legacy Capital Wealth Management charges up to 1.50% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Legacy Capital Wealth Management use?
Legacy Capital Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $268M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026
How many financial advisors does Legacy Capital Wealth Management have?
Legacy Capital Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Legacy Capital Wealth Management invest in?
At the end of its last fiscal year, Legacy Capital Wealth Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 9% cash and equivalents and 3% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Legacy Capital Wealth Management?
Legacy Capital Wealth Management’s direct owners are Marquis Hammett (50% to 75%) and Crystal Prachyl (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does Legacy Capital Wealth Management get paid?
Legacy Capital Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Legacy Capital Wealth Management?
Legacy Capital Wealth Management’s main office is at 1725 Hughes Landing BLVD.,, Suite 860, The Woodlands, TX 77380. Its phone number is 281-595-1990. Its website is lead-a-legacy.com.