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CFA

Michael Peebles

Legacy Capital Wealth Partners, LLC
21 Years of Experience
Rogers, AR
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Peebles is a CFA-designated registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Rogers, AR, with 21 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. 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

5502 Walsh Lane, Suite 103, Rogers, AR, 72758

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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

Michael is involved in several business activities, including managing Strawberry River Investments LLC and owning MWP Holdings, both real estate ventures requiring minimal time. He is also a partner and client advisor at Legacy Capital Wealth Partners, dedicating full-time hours, and an agent selling fixed/traditional insurance products through PKS Financial and Fixed Insurance, spending minimal time on each.

Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
March 2023 - Present · 3 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - Present · 3 yrs 9 mos
Previous Registrations
Legacy Capital Wealth Partners, LLC
February 2023 - February 2023 · 0 mos
Arvest Wealth ManagementBroker
October 2012 - March 2023 · 10 yrs 5 mos
Arvest Wealth Management
September 2012 - March 2023 · 10 yrs 6 mos
Financial Management, INC.
February 2010 - October 2012 · 2 yrs 8 mos
Summitalliance Advisors, L.L.C.
April 2009 - January 2010 · 9 mos
Investlinc Wealth Services
April 2007 - May 2009 · 2 yrs 1 mo
Garrison Financial Advisors, INC.
April 2005 - April 2007 · 2 yrs
State Registrations5 states
ARFLMEMOTX
AdvisorBrokerBoth

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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