CRD: 291960
Legacy Capital Wealth Partners, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2018
- Office Locations
- 4
Office Locations
About Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Partners is a locally owned boutique wealth manager in Little Rock, AR, taking a team-based, holistic approach with in-house capabilities across portfolio management, financial/retirement planning, insurance and banking. The firm often serves high-earning professionals and business owners with complex compensation (ownership, stock options). Portfolios emphasize asset allocation using ETFs and mutual funds alongside select alternatives and fixed income, with custody at Schwab/Fidelity and workflows on Envestnet/Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MATTHEW RIDGWAY JONES
President, Wealth Advisor
- CRD
- #2557927
- Ownership
- Less than 5%
KEITH WILLIAM KRUEGER
Chief Compliance Officer, Chief Financial Officer, Chief Operations Officer
- CRD
- #703775
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEVIN ANDREW CLARK
Financial Advisor, General Partner
- CRD
- #2304158
Preston Stewart Edwards
Wealth Advisor; Financial Analyst
- CRD
- #8164387
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,438,945,683 | $620,503 |
| Non-Discretionary | $76,958,557 | $250,679 |
| Total | $1,515,904,240 | $577,267 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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