Micala Patschke

LEGACY CAPITAL

THE WOODLANDS, TX 77380

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CRD#: 6809695

Professional summary

Micala Patschke, who also goes by Micala Layne Baskin, Micala Baskin, Micala Layne Patschke, is a registered financial advisor currently at LEGACY CAPITAL located in The Woodlands, Texas.

Micala is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Micala has worked at 2 firms and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Micala Layne Baskin | Micala Baskin | Micala Layne Patschke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KAIROS HOME INVESTMENTS LLC; NON INVESTMENT-RELATED; 15327 EVERGREEN KNOLL LN, CYPRESS, TX 77433; RENTAL PROPERTY; PARTNER; 08/01/2023; 5 HRS/MONTH; 0 HRS/DURING TRADING HOURS; MANAGE TENANTS AND UPKEEP OF THE PROPERTY AND COMMUNICATE WITH SECTION 8 HOUSING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micala Patschke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2024 - Present

LEGACY CAPITAL

Office #1: 1725 Hughes Landing Blvd., Suite 860, The Woodlands, TX 77380

RIA

CRD#: 332184

THE WOODLANDS, TX

Past

November 21, 2022 - August 28, 2024

MAIN STREET FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 305834

The Woodlands, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEGACY CAPITAL

LEGACY CAPITAL | LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 332184 / SEC#: 801-130850

RIA

Registered Investment Advisory firm - (8/7/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 4/4/2019

Securities Industry Essentials Examination

Current Firm

LEGACY CAPITAL

LEGACY CAPITAL | LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 332184 / SEC#: 801-130850

RIA

Registered Investment Advisory firm - (8/7/2024 Approved)

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Contact information

Main Address

1725 Hughes Landing Blvd., Suite 860, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 595-1996

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	741
AUM (Assets Under Management)	$ 193,943,322

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Micala Patschke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micala Patschke's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY CAPITAL

MAIN STREET FINANCIAL SOLUTIONS, LLC

Primary Firm SEC Registration

LEGACY CAPITAL

State Registrations and Notice Filings

Exams

SIE

Date: 4/4/2019

Current Firm

LEGACY CAPITAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY CAPITAL

TRUST BUT VERIFY

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