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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LEGACY CAPITAL WEALTH PARTNERS, LLC

CRD 291960

LITTLE ROCK, AR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a64904e-ca3a-4646-2917-7736f1bca6d7

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 14
On other graphs: 0
Observed: Jan 12, 2018 to Jun 15, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $89.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 17
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,626
Individual clients: 356
High net worth clients: 304
Custody, client assets: $138M
SEC number: 801-112442
CIK: 1766228
CRD: 291960
Filings on the tape: 26
First filed: Jan 12, 2018
Latest filed: Jun 15, 2026
Organised: Limited Liability Company, DE
Website: legacycapitalwp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON D PRATHER	n/a	LITTLE ROCK, AR	8	23	2	no
MATTHEW RIDGWAY JONES	Certified Financial Planner	LITTLE ROCK, AR	8	31	2	yes
WESSEL A. ZWIEGERS	n/a	LITTLE ROCK, AR	6	11	n/a	no
GREGORY GAINES YOUNG	Chartered Financial Consultant	LITTLE ROCK, AR	5	35	2	no
KEVIN ANDREW CLARK	n/a	LITTLE ROCK, AR	5	33	5	no
JESSICA MARIE HEATH	n/a	LITTLE ROCK, AR	5	12	2	no
MORGAN BOYD SIZER	n/a	LITTLE ROCK, AR	5	13	3	no
NORMAN JOSEPH STRICKLAND	Certified Financial Planner	LITTLE ROCK, AR	5	23	2	no
Lauren Elizabeth Young	n/a	LITTLE ROCK, AR	4	11	n/a	yes
BRIAN DEAN WOOD	Chartered Financial Analyst	ROGERS, AR	3	30	3	yes
DEANN GAYE GANN	Certified Financial Planner	ROGERS, AR	3	31	3	yes
MICHAEL EARL PEEBLES	Chartered Financial Analyst	ROGERS, AR	3	21	5	yes
Beau M Toth	n/a	LITTLE ROCK, AR \| Palatine, IL	3	18	2	yes
MATTHEW PAUL KOLL	Certified Financial Planner	ROGERS, AR	2	26	n/a	no
JOSHUA ANDREWS PUTNAM	n/a	LITTLE ROCK, AR \| COLUMBIA, MO	1	25	3	no
Preston Stewart Edwards	n/a	LITTLE ROCK, AR	1	11	n/a	no
RIley William Jones	n/a	LITTLE ROCK, AR \| ROGERS, AR	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JONES, MATTHEW, RIDGWAY	President	Na	yes	03/2018	Jun 15, 2026	Jun 15, 2026
KRUEGER, KEITH, WILLIAM	CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, AND CHIEF FINANCIAL OFFICER	Na	yes	01/2025	Jun 15, 2026	Jun 15, 2026
LEGACY CAPITAL WEALTH	Owner	E	yes	12/2017	Jun 15, 2026	Jun 15, 2026
JASON D. PRATHER, LTD.	Owner	D	yes	03/2016	Mar 1, 2018	Jun 13, 2024
JONES, MATTHEW, RIDGWAY	Owner	E	yes	12/2012	Mar 1, 2018	Jun 13, 2024
LCG WEALTH MANAGEMENT, LLC	Owner	E	yes	03/2018	Mar 1, 2018	Jun 13, 2024
LEGACY CAPITAL WEALTH HOLDINGS, LLC	Owner	E	yes	12/2017	Jan 12, 2018	Jun 13, 2024
MATTHEW R. JONES, LTD.	Owner	D	yes	03/2016	Mar 1, 2018	Jun 13, 2024
PRATHER, JASON, D	Owner	E	yes	12/2012	Mar 1, 2018	Jun 13, 2024
ROBERTS, ROBERT, CECIL	CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	06/2019	Jun 7, 2019	Jun 13, 2024
SIZER, MORGAN, BOYD	Owner	D	yes	01/2024	Mar 19, 2024	Jun 13, 2024
SIZER, SAGE, MARIANNE	Owner	D	yes	01/2024	Mar 19, 2024	Jun 13, 2024
STRICKLAND, NORMAN, JOSEPH	Owner	E	yes	01/2024	Mar 19, 2024	Jun 13, 2024
LITTLE ROCK AUDIO LLC	Owner	A	no	01/2024	Jun 15, 2026	Jun 15, 2026
ROBYNMAR INVESTMENTS LLC	Owner	A	no	01/2024	Jun 15, 2026	Jun 15, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LEGACY CAPITAL GROUP ARKANSAS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Rogers	Ar	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$1.5B	$1.4B	21	17	2	n/a	n/a
2024	Mar 24, 2025	$1.3B	$1.1B	21	16	1	n/a	n/a
2023	Mar 19, 2024	$1.1B	$891M	24	17	1	n/a	n/a
2022	Mar 29, 2023	$918M	$726M	23	17	1	n/a	n/a
2021	Mar 17, 2022	$560M	$493M	20	14	0	n/a	n/a
2020	Mar 19, 2021	$514M	$454M	10	7	0	n/a	n/a
2019	Mar 24, 2020	$293M	$200M	9	7	0	n/a	n/a
2018	Mar 28, 2019	$275M	$167M	9	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.3B	15.0%	$918M	18.2%	21	21	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARVEST WEALTH MANAGEMENT	3	Mar 20, 2023	Mar 1, 2023	BENTONVILLE, AR	Team lift out	RIA to RIA	1.5%
TRENT CAPITAL MANAGEMENT, INC.	5	Mar 31, 2021	Aug 4, 2021	LITTLE ROCK, AR	Firm absorbed	RIA to RIA	100.0%
KESTRA ADVISORY SERVICES, LLC	2	Mar 1, 2018	Apr 6, 2018	LITTLE ROCK, AR	Team lift out	Other	0.2%

Relationships

Registered with (20)

← RIley William JonesAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← Preston Stewart EdwardsAdvisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← JOSHUA ANDREWS PUTNAMAdvisorregistration: current employment
Jun 6, 2025 to presentfactForm ADV
← MATTHEW PAUL KOLLAdvisorregistration: current employment
May 21, 2024 to presentfactForm ADV
← Beau M TothAdvisorregistration: current employment
Aug 7, 2023 to presentfactForm ADV
← DEANN GAYE GANNAdvisorregistration: current employment
Mar 1, 2023 to presentfactForm ADV
← MICHAEL EARL PEEBLESAdvisorregistration: current employment
Mar 1, 2023 to presentfactForm ADV
← BRIAN DEAN WOODAdvisorregistration: current employment
Feb 23, 2023 to presentfactForm ADV
← Lauren Elizabeth YoungAdvisorregistration: current employment
Dec 22, 2021 to presentfactForm ADV
← NORMAN JOSEPH STRICKLANDAdvisorregistration: current employment
Aug 4, 2021 to presentfactForm ADV
← GREGORY GAINES YOUNGAdvisorregistration: current employment
Jan 26, 2021 to presentfactForm ADV
← KEVIN ANDREW CLARKAdvisorregistration: current employment
Jan 26, 2021 to presentfactForm ADV
← JESSICA MARIE HEATHAdvisorregistration: current employment
Jan 26, 2021 to presentfactForm ADV
← MORGAN BOYD SIZERAdvisorregistration: current employment
Jan 26, 2021 to presentfactForm ADV
← WESSEL A. ZWIEGERSAdvisorregistration: current employment
Oct 7, 2019 to presentfactForm ADV
← MATTHEW RIDGWAY JONESAdvisorregistration: current employment
Apr 6, 2018 to presentfactForm ADV
← JASON D PRATHERAdvisorregistration: current employment
Mar 1, 2018 to presentfactForm ADV
← JOHN DAVID SIDERYAdvisorregistration: previous registration
May 20, 2021 to Mar 10, 2025factForm ADV
← James Warren GentryAdvisorregistration: previous registration
Apr 3, 2019 to Feb 26, 2024factForm ADV
← JOSHUA ENRIQUE DANFORTHAdvisorregistration: previous registration
Mar 3, 2018 to Feb 24, 2021factForm ADV

Controls (10)

← JONES, MATTHEW, RIDGWAYOwnerOWNER, ownership code E, individual
Mar 1, 2018 to Jun 13, 2024factForm ADV
← STRICKLAND, NORMAN, JOSEPHOwnerOWNER, ownership code E, individual
Mar 19, 2024 to Jun 13, 2024factForm ADV
← PRATHER, JASON, DOwnerOWNER, ownership code E, individual
Mar 1, 2018 to Jun 13, 2024factForm ADV
← SIZER, MORGAN, BOYDOwnerOWNER, ownership code D, individual
Mar 19, 2024 to Jun 13, 2024factForm ADV
← ROBERTS, ROBERT, CECILOwnerCHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 7, 2019 to Jun 13, 2024factForm ADV
← SIZER, SAGE, MARIANNEOwnerOWNER, ownership code D, individual
Mar 19, 2024 to Jun 13, 2024factForm ADV
← JASON D. PRATHER, LTD.OwnerOWNER, ownership code D, domestic entity
Mar 1, 2018 to Jun 13, 2024factForm ADV
← LCG WEALTH MANAGEMENT, LLCOwnerOWNER, ownership code E, domestic entity
Mar 1, 2018 to Jun 13, 2024factForm ADV
← LEGACY CAPITAL WEALTH HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Jan 12, 2018 to Jun 13, 2024factForm ADV
← MATTHEW R. JONES, LTD.OwnerOWNER, ownership code D, domestic entity
Mar 1, 2018 to Jun 13, 2024factForm ADV

Owns (2)

← LITTLE ROCK AUDIO LLCOwnerOWNER, ownership code A, domestic entity
Mar 19, 2024 to Jun 13, 2024factForm ADV
← ROBYNMAR INVESTMENTS LLCOwnerOWNER, ownership code A, domestic entity
Mar 19, 2024 to Jun 13, 2024factForm ADV

Moved with (3)

← ARVEST WEALTH MANAGEMENTRegistered adviser3 advisors, team lift out, same day
Mar 20, 2023 to Mar 1, 2023factForm ADV
← TRENT CAPITAL MANAGEMENT, INC.Registered adviser5 advisors, firm absorbed, same day
Mar 31, 2021 to Aug 4, 2021factForm ADV
← KESTRA ADVISORY SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Mar 1, 2018 to Apr 6, 2018factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 13, 2026
Advisor headcount changed
Legacy Capital Wealth Partners, Llc reported 17 state-registered advisory representatives, up from 6 (2025-06-06 to 2026-03-13)
Form ADVobserved 5 days ago
11 IARS
Occurred
Mar 10, 2025
Advisor changed firm
John David Sidery left Legacy Capital Wealth Partners, Llc for Uptick Partners, Llc (registered 2025-02-20)
Form ADVobserved 5 days ago
Occurred
Mar 19, 2024
Control person joined
Boyd Morgan Sizer (Owner) appeared on Schedule A of Legacy Capital Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 19, 2024
Control person joined
Joseph Norman Strickland (Owner) appeared on Schedule A of Legacy Capital Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 19, 2024
Control person joined
Marianne Sage Sizer (Owner) appeared on Schedule A of Legacy Capital Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 19, 2024
Control person left
Alan David Trent (Owner) no longer on Schedule A of Legacy Capital Wealth Partners, Llc (listed 2023-08-07, absent 2024-03-19)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2024
Advisor changed firm
James Warren Gentry left Legacy Capital Wealth Partners, Llc for Retirepath Wealth, Llc (registered 2025-01-02)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2023
Regulatory AUM changed
Legacy Capital Wealth Partners, Llc reported RAUM $918.5M, up 64% from $560.1M (2022-11-29 to 2023-03-29)
Form ADVobserved 5 days ago
$358M
Occurred
Mar 20, 2023
Team lift-out
3 advisors left Arvest Wealth Management (Bentonville, AR) for Legacy Capital Wealth Partners, LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Mar 19, 2021
Regulatory AUM changed
Legacy Capital Wealth Partners, Llc reported RAUM $514.4M, up 75% from $293.3M (2020-10-29 to 2021-03-19)
Form ADVobserved 5 days ago
$221M
Occurred
Mar 19, 2021
Control person joined
Alan David Trent (Owner) appeared on Schedule A of Legacy Capital Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Jun 7, 2019
Control person joined
Cecil Robert Roberts (Chief Compliance Officer) appeared on Schedule A of Legacy Capital Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Jan 12, 2018
First Form ADV filing
Legacy Capital Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 24, 2025
Legacy Capital Wealth Partners, Llc reported 6 state-registered advisory representatives, down from 17 (2025-02-24 to 2025-03-24)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a64904e-ca3a-4646-2917-7736f1bca6d7
First observed: Jan 12, 2018
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEGACY CAPITAL WEALTH PARTNERS, LLC

CRD 291960

LITTLE ROCK, AR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a64904e-ca3a-4646-2917-7736f1bca6d7

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON D PRATHER

n/a

LITTLE ROCK, AR

MATTHEW RIDGWAY JONES

Certified Financial Planner

LITTLE ROCK, AR

yes

WESSEL A. ZWIEGERS

n/a

LITTLE ROCK, AR

n/a

GREGORY GAINES YOUNG

Chartered Financial Consultant

LITTLE ROCK, AR

KEVIN ANDREW CLARK

n/a

LITTLE ROCK, AR

JESSICA MARIE HEATH

n/a

LITTLE ROCK, AR

MORGAN BOYD SIZER

n/a

LITTLE ROCK, AR

NORMAN JOSEPH STRICKLAND

Certified Financial Planner

LITTLE ROCK, AR

Lauren Elizabeth Young

n/a

LITTLE ROCK, AR

n/a

yes

BRIAN DEAN WOOD

Chartered Financial Analyst

ROGERS, AR

yes

DEANN GAYE GANN

Certified Financial Planner

ROGERS, AR

yes

MICHAEL EARL PEEBLES

Chartered Financial Analyst

ROGERS, AR

yes

Beau M Toth

n/a

LITTLE ROCK, AR | Palatine, IL

yes

MATTHEW PAUL KOLL

Certified Financial Planner

ROGERS, AR

n/a

JOSHUA ANDREWS PUTNAM

n/a

LITTLE ROCK, AR | COLUMBIA, MO

Preston Stewart Edwards

n/a

LITTLE ROCK, AR

n/a

RIley William Jones

n/a

LITTLE ROCK, AR | ROGERS, AR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JONES, MATTHEW, RIDGWAY

President

yes

03/2018

Jun 15, 2026

KRUEGER, KEITH, WILLIAM

CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, AND CHIEF FINANCIAL OFFICER

yes

01/2025

Jun 15, 2026

LEGACY CAPITAL WEALTH

Owner

yes

12/2017

Jun 15, 2026

JASON D. PRATHER, LTD.

Owner

yes

03/2016

Mar 1, 2018

Jun 13, 2024

JONES, MATTHEW, RIDGWAY

Owner

yes

12/2012

Mar 1, 2018

Jun 13, 2024

LCG WEALTH MANAGEMENT, LLC

Owner

yes

03/2018

Mar 1, 2018

Jun 13, 2024

LEGACY CAPITAL WEALTH HOLDINGS, LLC

Owner

yes

12/2017

Jan 12, 2018

Jun 13, 2024

MATTHEW R. JONES, LTD.

Owner

yes

03/2016

Mar 1, 2018

Jun 13, 2024

PRATHER, JASON, D

Owner

yes

12/2012

Mar 1, 2018

Jun 13, 2024

ROBERTS, ROBERT, CECIL

CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

yes

06/2019

Jun 7, 2019

Jun 13, 2024

SIZER, MORGAN, BOYD

Owner

yes

01/2024

Mar 19, 2024

Jun 13, 2024

SIZER, SAGE, MARIANNE

Owner

yes

01/2024

Mar 19, 2024

Jun 13, 2024

STRICKLAND, NORMAN, JOSEPH

Owner

yes

01/2024

Mar 19, 2024

Jun 13, 2024

LITTLE ROCK AUDIO LLC

Owner

01/2024

Jun 15, 2026

ROBYNMAR INVESTMENTS LLC

Owner

01/2024

Jun 15, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LEGACY CAPITAL GROUP ARKANSAS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Rogers

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$1.5B

$1.4B

n/a

2024

Mar 24, 2025

$1.3B

$1.1B

n/a

2023

Mar 19, 2024

$1.1B

$891M

n/a

2022

Mar 29, 2023

$918M

$726M

n/a

2021

Mar 17, 2022

$560M

$493M

n/a

2020

Mar 19, 2021

$514M

$454M

n/a

2019

Mar 24, 2020

$293M

$200M

n/a

2018

Mar 28, 2019

$275M

$167M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.3B

15.0%

$918M

18.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARVEST WEALTH MANAGEMENT

Mar 20, 2023

Mar 1, 2023

BENTONVILLE, AR

Team lift out

RIA to RIA

1.5%

TRENT CAPITAL MANAGEMENT, INC.

Mar 31, 2021

Aug 4, 2021

LITTLE ROCK, AR

Firm absorbed

RIA to RIA

100.0%

KESTRA ADVISORY SERVICES, LLC

Mar 1, 2018

Apr 6, 2018

LITTLE ROCK, AR

Team lift out

Other

0.2%