OVERLAND PARK, KSCRD 133014Latest ADV February 6, 2026
Legacy Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 6, 2026, reports $403M in regulatory assets under management, 4 employees, and 415 accounts.
Assets Under Management
$403M
Employees
4
Offices
--
Total Clients
223
Primary office
OVERLAND PARK, KS
6240 WEST 135TH STREET, SUITE 175, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 64.6% of total clients.
Top client categories% of clientsClients
1
Individuals
64.6%
144
2
HNWI
32.3%
72
3
Charitable
2.7%
6
4
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$403Mas of February 6, 2026
Discretionary97.7%
$394M
98% of total RAUM97.7%
Non-discretionary2.3%
$9M
2% of total RAUM2.3%
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$403M
Total Accounts415
10Y AUM Change+$308M (+325.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee56:1
10Y Employee Change-1 (-20.0%)
* 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.