Michael
Peebles

Legacy Capital Wealth Partners, LLC

CRD#4910804
Investment Advisor
in Rogers, AR

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About this Advisor

Michael Peebles is a financial advisor based in Rogers, Arkansas, working with Legacy Capital Wealth Partners, LLC. Michael has previously held positions at Arvest Wealth Management, Legacy Capital Wealth Partners, LLC, and Purshe Kaplan Sterling Investments. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas. Currently, Michael is part of Legacy Capital Wealth Partners, LLC, which operates out of Rogers, Arkansas. The firm has 1 office and 24 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Legacy Capital Wealth Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5502 Walsh Lane, Suite 103
Rogers, AR 72758

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Legacy Capital Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$1,128,118,401

AR Average: $880,205,985
Total Number of Employees

24

AR Average: 42
Total Number of Accounts

2,360

AR Average: 1,714
Average Account Size

$478,016

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Peebles Work History

2023 - Present (1 year)

Legacy Capital Wealth Partners, LLC

2023 - Present (1 year)

Purshe Kaplan Sterling Investments

2012 - 2023 (11 years)

Arvest Wealth Management

Disclosures

Please visit the SEC profile of Michael Peebles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Legacy Capital Wealth Partners, LLC

John Sidery
Little Rock, AR
Beau Toth
Palatine, IL
Wessel Zwiegers
Little Rock, AR
Connor Flynn
Little Rock, AR
Morgan Sizer
Little Rock, AR
Michael Peebles
Rogers, AR
Kevin Clark
Little Rock, AR
Gregory Young
Little Rock, AR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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