LEGACY CAPITAL GROUP CALIFORNIA, INC.
  • LEGACY CAPITAL GROUP CALIFORNIA, INC.

{{ Info.Overview }}
cb

Adviser Profile

As of Date 04/22/2026
Registration SEC, Approved, 09/10/2008
Other registrations (1)
ADV Location LOS GATOS, CA, United States
Contact Info 408 xxxxxxx
Websites
AUM* 535,737,470 21%
of that, discretionary 535,737,470 21%
Number of Employees 17 -6%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 303,878 15%
% High Net Worth 67.10% 15%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

608M 521M 435M 348M 261M 174M 87M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BRIDGEWATER ADVISORS INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.6b #Funds-
Adviser NEUMANN CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM630.3m #Funds-
Adviser KREITLER FINANCIAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM584.9m #Funds-
Adviser FUSION FAMILY WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4b #Funds-
Adviser SAGE FINANCIAL ADVISORS INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM270.3m #Funds-
Adviser MEDIA WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM142.3m #Funds-
Adviser PARKWORTH WEALTH MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM178.8m #Funds-
Adviser NOBLE WEALTH MANAGEMENT P.B.C. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM400.5m #Funds-
Adviser SIGNIFY WEALTH LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund2.7m Other Fund- Total Private Fund GAV5.4m AUM364.6m #Funds1
Adviser FORT SHERIDAN ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.0b #Funds1

Brochure Summary