Acadia Legacy Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clive, IA. Its latest Form ADV filing, dated March 16, 2026, reports $133M in regulatory assets under management, 4 employees, and 191 accounts.
Assets Under Management
$133M
Employees
4
Offices
--
Total Clients
45
Primary office
CLIVE, IA
1820 NW 118TH STREET, STE 110, CLIVE, IA, United States
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
27
2
HNWI
40.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of March 16, 2026
Discretionary100.0%
$133M
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$133M
Total Accounts191
10Y AUM Change+$20M (+17.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee11:1
10Y Employee Change+1 (+33.3%)
* 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.