The Legacy Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 11, 2026, reports $591M in regulatory assets under management, 9 employees, 2 offices, and 1,510 accounts.
Assets Under Management
$591M
Employees
9
Offices
2 offices
Total Clients
317
Primary office
TULSA, OK
1425 E. 41ST PLACE, SUITE 100, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
160
2
HNWI
49.5%
157
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$591Mas of March 11, 2026
Discretionary98.9%
$584M
99% of total RAUM98.9%
Non-discretionary1.1%
$6M
1% of total RAUM1.1%
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$591M
Total Accounts1,510
10Y AUM Change+$329M (+125.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee35:1
10Y Employee Change+3 (+50.0%)
* 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.