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Legacy Capital Group California, Inc.

Legacy Capital Group California, Inc.. CRD 111436

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CRD: 111436

Legacy Capital Group California, Inc.

LOS Gatos, CA, 95030
4083996330
www.lcgca.com
$535.7M Total AUM
$535.7M Disc. AUM
-- 3Y CAGR
17 Employees
231 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Capital Group · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Element summitPeak
Established Date
07-01-1997
Office Locations
2

Office Locations

459 Monterey AVE LOS Gatos CA
-- Fishers IN

About Legacy Capital Group California, Inc.

Legacy Capital Group California is an SEC-registered wealth advisory firm based in Los Gatos, CA, serving high-net-worth individuals, small business owners, and emerging-wealth professionals. The team delivers investment and wealth planning across tax, estate, retirement, insurance/risk management, and charitable gifting, with ETF-centric portfolios. It is an independent member firm of PartnersFinancial (NFP).

Team overview

73 AVG AGE
$178.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
16.4 yrs AVG TENURE
17 Employees
3 Advisory Reps
3 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

North Ember Crest Bridge

Client Personas

Legacy Catalyst atlas

Custodian

Timber North Bridge Radial vector

Investment Themes

Atlas meridian Bridge ridge Zenith

Investment Vehicles

Fusion delta Ridge

Platform

Atlas zenith Fusion focus

Services

Summit eagle Meridian legacy Vector fusion Delta foundation Delta signal Pioneer eagle Crest ridge Glacier Horizon meridian

Technology

Eagle Atlas beacon

Owner & Executives

RICHARD EVAN BAER

RICHARD EVAN BAER

Advisor, Chairman Of The Board, Chief Executive Officer

CRD
#848798
Ownership
25% but less than 50%
(814) 207-4345
insight.unison@optimacapital.com
in linkedin.com/in/eagle-value
BRENT CHARLES BUNGER

BRENT CHARLES BUNGER

President, Principal

CRD
#1488149
Ownership
25% but less than 50%
(944) 253-9055
matrix.optima@zenithcapital.com
in linkedin.com/in/crest-pioneer
H

Harbor insight

Foundation peak

CRD
#44387
Ownership
10.5%
(471) 719-8800
insight.focus@focuscapital.com
in linkedin.com/in/alpha-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-01-2022
08-23-2023
04-16-2024
11-05-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $535,737,470 $303,878
Non-Discretionary $0 --
Total $535,737,470 $303,878

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Separately Managed Accounts

Total SMA Asset: $524,140,939

$524.1M Total SMA
Equity - Exchange:
9.4%
Public Funds:
13.7%
Cash:
17.5%
Private Funds:
20.9%
U.S. Government/Agency:
18.7%
Other:
19.8%
Asset class Assets Assets %
Equity - Exchange $771,986,289 9.4%
Public Funds $1,125,128,953 13.7%
Cash $1,437,208,517 17.5%
Private Funds $1,716,437,600 20.9%
U.S. Government/Agency $1,535,759,958 18.7%
Other $1,626,098,780 19.8%
Total $8,212,620,097 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FOCUS SIGNAL ELEMENT NORTH CATALYST 2LW7MF37L WCDJF 6.79% $57,135,502
VITAL VITAL CREST GLACIER FFADRCU9I HXEMD 2.02% $4,378,369
EAGLE FOCUS MATRIX DELTA D7J97KDII BXEUB 3.27% $53,743,228
PATHWAY OAK GLACIER BRIDGE ATLAS 4E750Q4GJ WUC 5.85% $83,256,087
CATALYST SIGNAL EMBER PATHWAY IE095UGB7 DFYMB 3.59% $96,174,716
WAVE PIONEER BRIDGE ZENITH BRIDGE SYLVZYJH8 SPUK 8.86% $35,951,630
PEAK EMBER OAK RIDGE 4ZCOHJ1FC BVV 3.04% $76,456,162
BEACON UNISON PATHWAY CAPITAL DEBPOAAR5 VCAT 11.39% $41,883,848

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