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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon catalystVertex prime +more
- Established Date
- 08-07-2024
- Office Locations
- 1
Office Locations
About Legacy Capital
Legacy Capital is a wealth management firm based in The Woodlands, Texas, serving individuals, families, executives, and business owners, including families across the globe. The team provides investment management and financial planning spanning portfolio strategy, retirement, estate, and tax planning, with portfolios commonly implemented using ETFs and fixed income. Custody is available through Charles Schwab & Co.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARQUIS CHARLES HAMMETT III
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- CRD
- #6310524
- Ownership
- 50% but less than 75%
Crystal Dobson Prachyl
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5307936
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Micala Patschke
Vice President
- CRD
- #6809695
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,092,004 | $274,671 |
| Non-Discretionary | $16,335,612 | $137,274 |
| Total | $273,427,616 | $259,173 |
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Separately Managed Accounts
Total SMA Asset: $273,427,616
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $284,997,933 | 13.0% |
| Equity - Exchange | $765,109,836 | 34.9% |
| Cash | $460,381,277 | 21.0% |
| Corporate - Investment Grade | $681,802,749 | 31.1% |
| Total | $2,192,291,795 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH CREST CATALYST | ATLAS TIMBER | X6MSXH22A | BJMZ | 5.70% | $64,427,670 |
| TIMBER CREST | MOMENTUM HORIZON | RXCS4D2TE | YUY | 10.53% | $110,920,403 |
| FOCUS DELTA | INSIGHT NORTH | KS7NRTZO6 | JTCMU | 2.38% | $9,053,497 |
| VERTEX PEAK UNISON | ZENITH GLACIER | 8NTGMWS06 | NMTU | 5.54% | $12,206,766 |
| UNISON SIGNAL | VECTOR SUMMIT | PR0NKFZXW | WUYQZ | 11.68% | $28,803,939 |
| MATRIX EAGLE NORTH | MERIDIAN BEACON | ZUEJQ3W8B | ZXGA | 10.05% | $112,889,139 |
| PEAK HARBOR | PEAK CREST | YXXCFHS7R | CNN | 11.87% | $5,347,932 |
| PIONEER INSIGHT MERIDIAN | PIONEER ELEMENT | 426Q37AGU | YXOD | 3.28% | $68,573,155 |