KENNETT SQUARE, PACRD 323360Latest ADV March 21, 2026
Legacy Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kennett Square, PA. Its latest Form ADV filing, dated March 21, 2026, reports $244M in regulatory assets under management, 6 employees, 2 offices, and 729 accounts.
Top client segmentIndividuals represent 68.3% of total clients.
Top client categories% of clientsClients
1
Individuals
68.3%
170
2
HNWI
31.7%
79
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of March 21, 2026
Discretionary100.0%
$244M
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$244M
Total Accounts729
10Y AUM Change+$244M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee42:1
10Y Employee Change+2 (+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.