Legacy Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Covington, KY. Its latest Form ADV filing, dated March 6, 2026, reports $1.5B in regulatory assets under management, 21 employees, 2 offices, and 3,721 accounts.
Assets Under Management
$1.5B
Employees
21
Offices
2 offices
Total Clients
1,065
Primary office
COVINGTON, KY
117 EAST FOURTH STREET, COVINGTON, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.4% of total clients.
Top client categories% of clientsClients
1
Individuals
54.4%
579
2
HNWI
45.3%
482
3
Charitable
0.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 6, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts3,721
10Y AUM Change+$1.0B (+224.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee51:1
10Y Employee Change+5 (+31.3%)
* 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.