Legacy Financial Independent Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 30, 2026, reports $484M in regulatory assets under management, 8 employees, and 2,614 accounts.
Assets Under Management
$484M
Employees
8
Offices
--
Total Clients
749
Primary office
LOUISVILLE, KY
100 MALLARD CREEK RD, SUITE 402, LOUISVILLE, KY, United States
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 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
585
2
HNWI
20.8%
156
3
Corporations
1.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$484Mas of March 30, 2026
Discretionary100.0%
$484M
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$484M
Total Accounts2,614
10Y AUM Change+$484M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee94:1
10Y Employee Change+4 (+100.0%)
* 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.