Legacy Capital Wealth Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 291960
· SEC file 801-112442
· Little Rock, AR
· www.legacycapitalwp.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.4B
- Clients
- 680
- Avg AUM / client
- $2.2M
- Accounts
- 2,626
- Employees
- 21
AUM over time
$0
$1.5B
Jan 12, 2018
Jun 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 356 | $107M | 7.09% |
| High net worth individuals | 304 | $1.3B | 86.3% |
| Pension and profit sharing plans | 11 | $23.8M | 1.57% |
| Charitable organizations | 9 | $76.5M | 5.05% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason D Prather | Owner | Dec 2012 (14y) | ≈ 21.09% – 75% via Jason D. Prather, Ltd. | |
| Matthew Ridgway Jones | President | CFP | Dec 2012 (14y) | ≈ 21.09% – 75% via Matthew R. Jones, Ltd. |
| Roberts, Robert, Cecil | Chief Operating Officer & Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Morgan Boyd Sizer | Owner | Jan 2021 (6y) | ≈ 2.5% – 7.5% via Little Rock Audio Llc | |
| Norman Joseph Strickland | Owner | CFP | Aug 2021 (5y) | ≈ 3.75% – 10% via Robynmar Investments Llc |
| Sizer, Sage, Marianne | Owner | Jan 2024 (3y) | ≈ 2.5% – 7.5% via Little Rock Audio Llc | |
| Wessel A. Zwiegers | Registered representative | Oct 2019 (7y) | ||
| Gregory Gaines Young | Registered representative | Chartered Financial Consultant | Jan 2021 (6y) | |
| Jessica Marie Heath | Registered representative | Jan 2021 (6y) | ||
| Kevin Andrew Clark | Registered representative | Jan 2021 (6y) | ||
| Lauren Elizabeth Young | Registered representative | Dec 2021 (5y) | ||
| Brian Dean Wood | Registered representative | CFA | Feb 2023 (3y) | |
| Deann Gaye Gann | Registered representative | CFP | Mar 2023 (3y) | |
| Michael Earl Peebles | Registered representative | CFA | Mar 2023 (3y) | |
| Beau M Toth | Registered representative | Aug 2023 (3y) | ||
| Matthew Paul Koll | Registered representative | CFP | May 2024 (2y) | |
| Joshua Andrews Putnam | Registered representative | Jun 2025 (1y) | ||
| Preston Stewart Edwards | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Legacy Capital Wealth Holdings, Llc | Owner | Dec 2017 | A | 75% or more |
| Little Rock Audio Llc | Owner | Jan 2024 | A | 5% – 10% |
| Robynmar Investments Llc | Owner | Jan 2024 | A | 5% – 10% |
| Lcg Wealth Management, Llc | Owner | Mar 2018 | B | ≈ 56.25% – 100% via Legacy Capital Wealth Holdings, Llc |
| Matthew R. Jones, Ltd. | Owner | Mar 2016 | B | ≈ 28.13% – 75% via Lcg Wealth Management, Llc |
| Jason D. Prather, Ltd. | Owner | Mar 2016 | B | ≈ 28.13% – 75% via Lcg Wealth Management, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jason D Prather: 75% – 100% of Jason D. Prather, Ltd. × 50% – 75% of Lcg Wealth Management, Llc × 75% – 100% of Legacy Capital Wealth Holdings, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Matthew Ridgway Jones: 75% – 100% of Matthew R. Jones, Ltd. × 50% – 75% of Lcg Wealth Management, Llc × 75% – 100% of Legacy Capital Wealth Holdings, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Morgan Boyd Sizer: 50% – 75% of Little Rock Audio Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Norman Joseph Strickland: 75% – 100% of Robynmar Investments Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Sizer, Sage, Marianne: 50% – 75% of Little Rock Audio Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Lcg Wealth Management, Llc: 75% – 100% of Legacy Capital Wealth Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Matthew R. Jones, Ltd.: 50% – 75% of Lcg Wealth Management, Llc × 75% – 100% of Legacy Capital Wealth Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Jason D. Prather, Ltd.: 50% – 75% of Lcg Wealth Management, Llc × 75% – 100% of Legacy Capital Wealth Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $711M (47% of AUM) Jun 2026
- Fidelity Brokerage Services $670M (44% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗