CRD: 291960
Legacy Capital Wealth Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2018
- Office Locations
- 5
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.
Reported data analysis
What the numbers show
Between June 6, 2025 and June 15, 2026, reported AUM increased 15.0%, from $1.3B to $1.5B.
Across 5 reported observations, AUM increased 170.7% between November 29, 2022 and June 15, 2026, from $560.1M to $1.5B.
Of the latest reported AUM, 94.9% is discretionary and 5.1% is non-discretionary.
The firm reports 17 advisory representatives and 680 clients, or 40 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 5 reported office locations and 8 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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 18 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
SMA allocation detail is available
Legacy Capital Wealth Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Legacy Capital Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.