Legacy Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$271,684,404
Clients
279
Advisors
3
of 3 employees
About
Legacy Capital Wealth Management, LLC serves individuals, high‑net‑worth families, trusts, retirement plans, corporations, and charitable organizations through a three‑advisor team managing roughly $273 million in client assets. The firm provides discretionary and non‑discretionary portfolio management with integrated financial planning, consulting, retirement‑plan advisory, access to independent third‑party managers, and occasional client seminars.
The firm’s investment process emphasizes strategic and tactical asset allocation and long‑term holdings while allowing for cash management, use of alternative investments where appropriate, and targeted management of legacy positions. Legacy Capital also employs model and third‑party manager solutions and makes an optional performance‑based fee arrangement available to qualified clients as one of its engagement structures.
Noteworthy distinctions include that several investment advisor representatives are dually registered as registered representatives of a broker‑dealer (Purshe Kaplan Sterling), and some advisors provide insurance and tax services through affiliated arrangements, creating additional service channels and potential conflicts of interest compared with many peers. The firm is a relatively recent SEC‑registered RIA and makes use of institutional custodial relationships and third‑party technology (e.g., Advyzon and Schwab) for reporting and operational support.
Client services
Expertise
Occupation focus
Fee options
Maximum fixed fee of $10,000 for consulting services depending on scope.
Generally $500 per hour depending on scope and complexity.
50% of net outperformance on a designated portion (up to 20% of portfolio) for qualified clients who elect this option.
Main office
1725 Hughes Landing Blvd., Suite 860
The Woodlands TX 77380
Advisors at this office
3
Most active in
Arkansas · Colorado · Louisiana · Texas
Also doing business as
Legacy Capital · Legacy Capital Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Crystal P
CFP®, Series 66
The Woodlands, TX
Legacy Capital
Crystal Prachyl is a CFP® and Series 66 holder with 19 years of industry experience. She has worked at Legacy Capital since 2024, following five years at Main Street Financial Solutions and 12 years at Merrill Lynch. Legacy Capital Wealth Management, LLC serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations with discretionary and non-discretionary portfolio management, integrated financial planning, and consulting. The firm emphasizes strategic and tactical asset allocation with long-term holdings, incorporates alternative investments when appropriate, and offers model and third-party manager solutions.
Micala P
CFP®
The Woodlands, TX
Legacy Capital
Micala Patschke is a CFP® with three years of industry experience, currently serving as a financial advisor at Legacy Capital. Her prior experience includes roles at Main Street Financial Solutions and Merrill Lynch. Outside of her advisory work, she is a partner in a non-investment rental property business. Legacy Capital Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations with discretionary and non-discretionary portfolio management and integrated financial planning. The firm emphasizes strategic and tactical asset allocation, long-term holdings, and uses model and third-party manager solutions to support client portfolios.
Marquis H
CFP®, Series 63, Series 66
The Woodlands, TX
Legacy Capital
Marquis Hammett III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Legacy Capital. His prior roles include positions at Purshe Kaplan Sterling Investments and Merrill Lynch. He also provides tax preparation and planning services through his own firm, Legacy Capital Tax Services, PLLC. Legacy Capital Wealth Management serves individuals, families, trusts, retirement plans, corporations, and charitable organizations with a focus on discretionary and non-discretionary portfolio management combined with integrated financial planning. The firm emphasizes strategic and tactical asset allocation, long-term holdings, and access to alternative investments and third-party managers.
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