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KC
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Kevin Clark

Legacy Capital Wealth Partners, LLC
28 Years of Experience
Little Rock, AR
Sells Insurance
View SEC Summary
View SEC Summary

Kevin Clark is a registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Little Rock, AR, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 680 clients with $1.5B in assets under management.

Legacy Capital Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
680 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8315 Cantrell Road, Suite 200, Little Rock, AR, 72227

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is the owner of NEA Financial Services, LLC, doing business as NEA Accounting, and is involved in sales of fixed products, payroll and bookkeeping, and tax preparation. He also owns rental property through KC Executive Properties LLC, dedicating minimal time to this.

Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
January 2021 - Present · 5 yrs 10 mos
Previous Registrations
Trent Capital Management, INC.
July 2017 - March 2021 · 3 yrs 8 mos
Signator Investors, INC.Broker
May 2016 - July 2017 · 1 yr 2 mos
Signator Investors, INC.
May 2016 - July 2017 · 1 yr 2 mos
Transamerica Financial Advisors, INC.
July 2011 - May 2016 · 4 yrs 10 mos
Transamerica Financial Advisors, INCBroker
June 2011 - May 2016 · 4 yrs 11 mos
Lincoln Financial Advisors Corporation
May 2006 - December 2008 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
May 2006 - December 2008 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
July 2002 - March 2005 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
July 2002 - March 2005 · 2 yrs 8 mos
Lincoln Financial Advisors Corporation
June 2002 - March 2005 · 2 yrs 9 mos
Securities America, INC.Broker
March 1999 - September 2000 · 1 yr 6 mos
Lincoln Financial Advisors CorporationBroker
March 1999 - March 1999 · 0 mos
The Lincoln National Life Insurance CompanyBroker
March 1999 - March 1999 · 0 mos
Securities America, INC.Broker
October 1996 - February 1999 · 2 yrs 4 mos
Advantage Capital CorporationBroker
June 1995 - October 1996 · 1 yr 4 mos
Primevest Financial Services, INC.Broker
September 1994 - June 1995 · 9 mos
Aetna Investment Services, INC.Broker
November 1993 - September 1994 · 10 mos
G. R. Phelps & CO., INC.Broker
May 1993 - September 1994 · 1 yr 4 mos
Aetna Life Insurance and Annuity CompanyBroker
February 1993 - May 1993 · 3 mos
State Registrations1 state
AR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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