A complete list of active advisors currently associated with Legacy Capital

Warmer can help you find a great advisor at Legacy Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Legacy Capital, 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
Marquis Hammett III	The Woodlands, TX	12
Micala Patschke	The Woodlands, TX	3
Crystal Prachyl	The Woodlands, TX	19

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