Legacy Financial Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 20, 2026, reports $139M in regulatory assets under management, 3 employees, 2 offices, and 522 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
157
2
HNWI
27.3%
59
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of February 20, 2026
Discretionary67.9%
$95M
68% of total RAUM67.9%
Non-discretionary32.1%
$45M
32% of total RAUM32.1%
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.
Total AUM$139M
Total Accounts522
10Y AUM Change+$23M (+20.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee72:1
10Y Employee Change0 (0.0%)
* 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.