BLOOMINGTON, MNCRD 115384Latest ADV February 11, 2026
Legacy Financial Advisors Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated February 11, 2026, reports $318M in regulatory assets under management, 6 employees, and 948 accounts.
Assets Under Management
$318M
Employees
6
Offices
--
Total Clients
245
Primary office
BLOOMINGTON, MN
3500 AMERICAN BLVD WEST, SUITE 675, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
146
2
HNWI
40.4%
99
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$318Mas of February 11, 2026
Discretionary98.5%
$313M
98% of total RAUM98.5%
Non-discretionary1.5%
$5M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$318M
Total Accounts948
10Y AUM Change+$127M (+66.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee41:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.