DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian Dean Wood

Legacy Capital Wealth Partners, LLCindependent RIARogers, Ardual registrantIAPD 2744856

Chartered Financial Analyst

Feed of 09/14/2026

At current firm

3 y

since Feb 23, 2023

In the industry

30 y

since Jun 3, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Partner, Northwest Arkansas; Senior Wealth Advisorreportedlegacycapitalwp.comfirm site, Sep 15, 2026
Designations: CFAreportedlegacycapitalwp.comas printed on the bio page, Sep 16, 2026
Partner or owner: “As Managing Partner of Legacy Capital’s Northwest Arkansas office, Brian leads the firm’s regional advisory team and serves as a Senior Wealth Advisor to a select group of affluent families.”reportedlegacycapitalwp.comthe sentence on the bio page
Years, as the firm states: 25reportedlegacycapitalwp.com“He brings more than 25 years of experience in financial services, providing comprehensive wealth management with a focus on asset management, multi-generational wealth transfer planning, and life insurance strategies.”
Professional profile: legacycapitalwp.com/who-we-are/our-team/brian-woodreportedlegacycapitalwp.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Legacy Capital Wealth Partners, LLC independent RIA current
since Feb 23, 2023 · Rogers, Ar
Arvest Wealth Management independent RIA
Jun 28, 2006 to Mar 20, 2023 · Joplin, Mo
A. G. Edwards & Sons, Inc. unclassified
Feb 23, 2006 to Jun 13, 2006 · Amarillo, Tx
Fsw Partners, L.P. unclassified
Apr 4, 2005 to Jan 12, 2006 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Arvest Wealth Management to Legacy Capital Wealth Partners, LLC
left Mar 20, 2023, registered Feb 23, 2023 (-25 days) · RIA to RIA · moved with a team
A. G. Edwards & Sons, Inc. to Arvest Wealth Management
left Jun 13, 2006, registered Jun 28, 2006 (15 days) · Other
Fsw Partners, L.P. to A. G. Edwards & Sons, Inc.
left Jan 12, 2006, registered Feb 23, 2006 (42 days) · Other

Signals

Brian Dean Wood left Arvest Wealth Management for Legacy Capital Wealth Partners, Llc (registered 2023-02-23)
Mar 20, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address