Legacy Knight Mfo, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $2.8B in regulatory assets under management, 21 employee, and 53 accounts.
Assets Under Management
$2.8B
Employees
21
Offices
--
Total Clients
53
Primary office
DALLAS, TX
3001 MAPLE AVENUE, SUITE 350, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 62.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
62.3%
33
2
HNWI
37.7%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 30, 2026
Discretionary33.1%
$942M
33% of total RAUM33.1%
Non-discretionary66.9%
$1.9B
67% of total RAUM66.9%
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$2.8B
Total Accounts53
10Y AUM Change+$2.7B (+1762.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee3:1
10Y Employee Change+15 (+250.0%)
* 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.