Reese Legacy Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reese Legacy Capital, LLC is an independent, fee-only registered investment adviser that offers discretionary investment management to individuals, high-net-worth clients, trusts, and corporate entities. The firm advises across traditional securities—stocks, bonds, mutual funds, ETFs, and cash equivalents—and, at client request, may provide guidance on cryptocurrency and other digital assets.
The firm uses a blend of fundamental and technical analysis and employs both passive and active strategies to construct asset-allocation-driven portfolios tailored to a client’s objectives, risk tolerance, and tax considerations. It generally favors longer-term holdings while permitting short-term trades as appropriate and documents investment decisions for trust accounts in accordance with the Uniform Prudent Investor Act.
Notably, Reese Legacy Capital is organized as a small LLC that is not operated as a traditional solo practitioner, a structure that differs from many independent advisers, and its ADV reports no assets under management or clients as of the most recent filing. The principal also maintains unrelated part-time employment in media/optimization and the firm states it executes client trades individually rather than aggregating orders.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,000+: 0.60%
Account minimum: $250,000 Fee-only: Fee-only compensation, no commissions received by the firm.
Main office
2011 State St., Suite 101
East Petersburg PA 17520
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Reese Legacy Capital · Reese Legacy Capital, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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