A complete list of active advisors currently associated with Legacy Capital Partners LLC
Warmer can help you find a great advisor at Legacy Capital Partners LLC or one who fits your needs even better.
Legacy Capital Partners LLC is a registered investment adviser that provides discretionary portfolio management alongside financial planning and consulting services. Although categorized as an investment manager, the firm’s brochure states it serves primarily individual clients and manages portfolios spanning equities, fixed income, ETFs and, with approval, options. The firm describes a fundamental-analysis approach and diversified strategies, exercising full discretionary authority to trade, rebalance, and monitor accounts while providing periodic reports. It selects broker-dealers (noting Interactive Brokers) to hold client assets, does not act as custodian, and does not charge performance-based fees. Notable operational details include an amendment to the brochure addressing deficiencies noted by the Alabama Securities Commission and an adopted code of ethics governing supervised persons. The firm also offers stand‑alone financial planning on an hourly or flat‑fee basis and discloses that it does not vote client securities, practices that differ from many peers.
To learn more about the advisors currently working at Legacy Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| —
|
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