Legacy Capital Management Inc.

Legacy Capital Management Inc. (CRD# 106823) is a financial advisory firm headquartered in Roseville, CA. They manage $29,210,058 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $449,386
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legacy Capital Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Benny J. Milam
CRD#: 1372151
3741 Douglas Blvd., #320, Roseville, CA 95661
93
Wealthminder
score

Benny Milam (CRD# 1372151) is an Investment Advisor Representative working at Legacy Capital Management Inc. in Roseville, CA and has over 31 years of experience in the finance industry.

2
James F. McCarthy
CRD#: 4874021
3741 Douglas Blvd. #320, Roseville, CA 95661
87
Wealthminder
score

James McCarthy (CRD# 4874021) is an Investment Advisor Representative working at Legacy Capital Management Inc. in Roseville, CA and has 1 year of experience in the finance industry.

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