Legacy Capital Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and philanthropic planning. Financial planning was provided to 51–100 clients last fiscal year.
Legacy Capital Wealth Partners reports 680 clients. They include 356 individual clients, 304 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 94.9% ($1.44B across 2,319 accounts) are managed with discretion; $77M across 307 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 7% |
| High-net-worth individuals | 45% | 86% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | 1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 356 | $107M | 7.1% | $302K |
| High-net-worth individuals | 304 | $1.31B | 86.3% | $4.3M |
| Pension and profit-sharing plans | 11 | $23.8M | 1.6% | $2.17M |
| Charitable organizations | 9 | $76.5M | 5.0% | $8.5M |
| Total | 680 | $1.52B | 100% | $2.23M |
- Clients
- 356
- Regulatory AUM
- $107M
- AUM share
- 7.1%
- Avg. per client
- $302K
- Clients
- 304
- Regulatory AUM
- $1.31B
- AUM share
- 86.3%
- Avg. per client
- $4.3M
- Clients
- 11
- Regulatory AUM
- $23.8M
- AUM share
- 1.6%
- Avg. per client
- $2.17M
- Clients
- 9
- Regulatory AUM
- $76.5M
- AUM share
- 5.0%
- Avg. per client
- $8.5M
Total
- Clients
- 680
- Regulatory AUM
- $1.52B
- AUM share
- 100%
- Avg. per client
- $2.23M
- 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
- 51–100
Legacy Capital Wealth Partners charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- A fixed fee of $2,500 to $10,000, half payable up front, with the balance due on completion; consulting is a negotiated flat fee.
- Retirement Plan Advisory Services
- An annual asset-based fee of up to 1.50%, billed quarterly in advance or arrears, and negotiable depending on the plan's size and complexity.
Legacy Capital Wealth Holdings, LLC owns 75% or more of Legacy Capital Wealth Partners and is in turn owned by LCG Wealth Management, LLC (75% or more). The leadership team of Legacy Capital Wealth Partners includes President Matthew Jones. It has 21 employees, 17 of them in advisory roles.
Leadership
- Matthew JonesPresident, Chief Compliance Officer
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Kevin Andrew Clark
- Preston Stewart Edwards
- Deann Gaye Gann
- Jessica Marie Heath
- Matthew Ridgway Jones
- RIley William Jones
- Matthew Paul Koll
- Michael Earl Peebles
- Jason D Prather
- Joshua Andrews Putnam
- Morgan Boyd Sizer
- Norman Joseph Strickland
- Beau M Toth
- Brian Dean Wood
- Gregory Gaines Young
- Lauren Elizabeth Young
- Wessel A. Zwiegers
Staff
- 21 employees
- 17 in advisory functions
- 17 state-registered reps
- 5 broker-dealer reps
- 11 insurance agents
- Owns 75% or more of Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Holdings, LLC
Control person · since December 2017
- Owns 75% or more of Legacy Capital Wealth Holdings, LLC
LCG Wealth Management, LLC
Control person · since March 2018
- Owns 50% to 75% of LCG Wealth Management, LLC
Matthew R. Jones, LTD.
Control person · since March 2016
- Owns 75% or more of Matthew R. Jones, LTD.
Matthew Jones
Control person · since December 2012
- Owns 50% to 75% of LCG Wealth Management, LLC
Jason D. Prather, LTD.
Control person · since March 2016
- Owns 75% or more of Jason D. Prather, LTD.
Jason Prather
Control person · since December 2012
- Owns 5% to 10% of Legacy Capital Wealth Partners, LLC
Little Rock Audio LLC
since January 2024
- Owns 50% to 75% of Little Rock Audio LLC
Morgan Sizer
Control person · since January 2024
- Owns 50% to 75% of Little Rock Audio LLC
Sage Sizer
Control person · since January 2024
- Owns 5% to 10% of Legacy Capital Wealth Partners, LLC
Robynmar Investments LLC
since January 2024
- Owns 75% or more of Robynmar Investments LLC
Norman Strickland
Control person · since January 2024
Legacy Capital Wealth Partners’ regulatory assets grew 2.9× from $514M (March 2021) to $1.52B (September 2026); clients rose from 453 to 680 and employees from 10 to 21. Between 2021 and 2023, 2 advisory firms and teams joined it. The most recent was Arvest Bank (Brian Wood, Michael Peebles and DeAnn Gann team), in February 2023.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.52B | 680 | 21 | 3 |
| June 2025 | $1.32B | 609 | 21 | 3 |
| June 2024 | $1.13B | 566 | 24 | 2 |
| August 2023 | $1.02B | 528 | 23 | 2 |
| March 2022 | $560M | 1,075 | 20 | 1 |
| March 2021 | $514M | 453 | 10 | 1 |
Firms that joined
20231 joined
- Arvest Bank (Brian Wood, Michael Peebles and DeAnn Gann team)TeamNo filed AUM
20211 joined
- Trent Capital ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Legacy Capital Wealth Partners has 2 offices, with 3 listed addresses in Arkansas and Missouri.
Arkansas · 2 listed addresses
- 8315 Cantrell Road, Suite 200, Little RockHQ
- 5100 West JB Hunt Drive, Rogers
Missouri · 1 listed address
- 303 North Stadium BLVD, Columbia
Contact and registration details
- Legal name
- Legacy Capital Wealth Partners, LLC
- Headquarters
- 8315 Cantrell Road, Suite 200, Little Rock, AR 72227
- Website
- legacycapitalwp.com
- Phone
- 501-376-7878
- SEC file
- 801-112442
- Structure
- Delaware LLC
- Fiscal year end
- December
Legacy Capital Wealth Partners uses Charles Schwab ($711M, 51%) and Fidelity ($670M, 49%) as custodians for its separately managed accounts. Legacy Capital Wealth Partners has custody of $138M in client assets for 103 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $711M51%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $670M49%
At year end, Legacy Capital Wealth Partners’ separately managed accounts were largely in stocks (37%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $521M across 377 positions; the largest are Walmart Inc. (11.7%), Hunt J B Trans Svcs Inc. (6.5%) and D R Horton Inc. (3.2%).
What the accounts hold
- Stocks37%
- Funds36%
- Registered funds20%
- Pooled vehicles16%
- Bonds15%
- Investment grade corporate bonds9%
- State and local bonds5%
- U.S. government and agency bonds1%
- Cash11%
- Other1%
- Derivatives1%
Reported 13F holdings
- $521M
- Reported 13F value
- 377
- Positions
- 33.9%
- In the 10 largest
- +7.4%
- Value vs. prior quarter
- Walmart Inc.11.7%
- Hunt J B Trans Svcs Inc.6.5%
- D R Horton Inc.3.2%
- First TR Exchange Traded FD · Risng Divd Achiv2.4%
- Tesla Inc.1.9%
- Invesco Exch Traded FD TR II · S&P 500 Revenue1.8%
- First TR Exchng Traded FD VI · FT Vest US EQT1.7%
- iShares TR · Core S&P500 ETF1.7%
- Nvidia Corporation1.6%
- Invesco Exchange Traded FD T · Buyback Achiev1.4%
Together, the ten largest are 33.9% of reported value.
How many clients does Legacy Capital Wealth Partners have?
Legacy Capital Wealth Partners has 680 clients and manages $1.52 billion for them, as of September 2026. They include 356 individual clients, 304 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Legacy Capital Wealth Partners offer?
Legacy Capital Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and philanthropic planning.
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 Partners charge?
Legacy Capital Wealth Partners charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: LEGACY CAPITAL WEALTH PARTNERS, LLC - ADV PART 2A BROCHURE, filed 29 September 2026
Which custodians does Legacy Capital Wealth Partners use?
Legacy Capital Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $711M and Fidelity Brokerage Services LLC (Smithfield, RI), with $670M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Legacy Capital Wealth Partners have?
Legacy Capital Wealth Partners has 17 investment adviser representatives registered with state securities authorities, out of 21 employees, and 17 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
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 Partners invest in?
At the end of its last fiscal year, Legacy Capital Wealth Partners’ separately managed accounts held 37% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 16% pooled vehicles (private funds and similar), 11% cash and equivalents, 9% investment grade corporate bonds, 5% state and local bonds, 1% U.S. government and agency bonds and 1% derivatives.
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 Partners?
Legacy Capital Wealth Partners is owned through a chain of holding companies by Jason Prather, Matthew Jones, Norman Strickland, and Morgan and Sage Sizer. Its direct owners are Legacy Capital Wealth Holdings, LLC (75% or more), Little Rock Audio LLC (5% to 10%) and Robynmar Investments LLC (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Legacy Capital Wealth Partners get paid?
Legacy Capital Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Legacy Capital Wealth Partners registered with the SEC?
Yes, Legacy Capital Wealth Partners has been registered with the SEC as an investment adviser since 12 February 2018. Its CRD number is 291960 and its SEC file number is 801-112442.
Source: Form ADV Part 1A, Item 1, filed 29 September 2026; IAPD firm record
How do I contact Legacy Capital Wealth Partners?
Legacy Capital Wealth Partners’ main office is at 8315 Cantrell Road, Suite 200, Little Rock, AR 72227. Its phone number is 501-376-7878. Its website is legacycapitalwp.com.