Legacy Capital Group California, Inc.
Legacy Capital Group California, Inc. is an SEC-registered ria in Los Gatos, CA with $535.7M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Legacy Capital Group California, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111436, SEC 801-69566, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $535.7M (2026-04-22)
- Firm type
- Ria
- Location
- Los Gatos, CA
- Employees
- 17
- Clients
- 231
- CRD
- 111436
- Ownership
- BAER, RICHARD, EVAN; BAUGH, ANDREW, MICHAEL; BUNGER, BRENT, CHARLES; LAWSON, KIM, ANN; Elfenbein, Lonny, Scott
How much AUM does Legacy Capital Group California, Inc. have?
Legacy Capital Group California, Inc. reported $535.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Legacy Capital Group California, Inc.?
Disclosed owners and executives of Legacy Capital Group California, Inc. include BAER, RICHARD, EVAN, BAUGH, ANDREW, MICHAEL, BUNGER, BRENT, CHARLES, LAWSON, KIM, ANN, Elfenbein, Lonny, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.