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Gregory Gaines Young

Advisor at Legacy Capital Wealth Partners, LLC — Little Rock, AR

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

19 years

Location

Little Rock, AR 72227

Legacy Capital Wealth Partners, LLC logo

Legacy Capital Wealth Partners, LLC

Team

Total advisors

17

Across 3 offices

Clients per advisor

39 Low

Avg AUM per client

$2,144,746 High

HNW client ratio

46% High

About

Gregory Young is a financial advisor at Legacy Capital Wealth Partners, LLC with 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Legacy Capital Wealth Partners in 2020, he worked at Trent Capital Management for ten years and Arvest Wealth Management for three years. Outside of his advisory role, he is president of a family farming operation. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm employs a comprehensive financial planning approach combined with discretionary and non-discretionary investment management, focusing on fundamental analysis and a long-term investment orientation.

Client services

Based on Legacy Capital Wealth Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Legacy Capital Wealth Partners, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Occupation focus

Based on Legacy Capital Wealth Partners, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning services fees typically range from $2,500 to $10,000; consulting services fee negotiated on flat fee basis.

Percentage

0.50% to 1.50% annually (negotiable based on factors such as size, complexity, services, etc.)

Commissions

Certain advisory persons receive commission-based compensation for securities transactions and insurance products separately from advisory fees.

Other

Account minimum: $500,000 (may be waived at Advisor's discretion) Fee-only: Investment advisory fees based on assets under management or fixed dollar amount; Fixed fees for financial planning services ranging from $2,500 to $10,000 (may exceed $10,000 in some cases); consulting fees negotiated on a flat fee basis.

Location

See office

Little Rock, AR

8315 Cantrell Road, Suite 200

Little Rock AR 72227

Advisors at this office

12

Most active in

Arkansas

Work history

19 years of industry experience

Legacy Capital Wealth Partners, LLC

2020 - Present • 6 years

Little Rock, AR

Trent Capital Management

2010 - 2020 • 10 years

Little Rock, AR

Arvest Wealth management

2007 - 2010 • 3 years

Little Rock, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ledly J

Series 65, JD

Little Rock, AR

Caprock Wealth Management

Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Trust structures (GRAT, IDGT, revocable) Business succession planning General estate planning guidance Multi-generational wealth transfer Inheritance planning Founder/Business Owner Attorney Oil & Gas Self-Employed Dentist Christian Faith Based Baby Boomers (Born 1946-1964) Intergenerational Families Sandwich Generation Established Professionals
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Adam R

Series 65, Series 63

Little Rock, AR

Rainbrook Capital LLC

Adam Raines is a financial advisor at Rainbrook Capital LLC in Little Rock, Arkansas, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has spent 18 years at Stephens Inc. Rainbrook Capital provides discretionary investment management, holistic financial planning, and qualified retirement plan consulting to individuals, high-net-worth households, families, and plan sponsors. The firm employs diversified asset allocation and a combination of fundamental, technical, bottom-up, and top-down analysis, following Modern Portfolio Theory principles, and offers specialized retirement and pension plan consulting, including fiduciary services under ERISA.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Active portfolio management

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Active portfolio management Passive / index investing Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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