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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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Legacy Capital Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Capital Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Legacy Capital Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Legacy Capital Wealth Partners?","answer":"Legacy Capital Wealth Partners is owned through a chain of holding companies by Jason Prather, Matthew Jones, Norman Strickland, and Morgan and Sage Sizer. 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