Legacy Edge Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Syosset, NY. Its latest Form ADV filing, dated April 16, 2026, reports $1.2B in regulatory assets under management, 18 employees, 5 offices, and 532 accounts.
Assets Under Management
$1.2B
Employees
18
Offices
5 offices
Total Clients
532
Primary office
SYOSSET, NY
485 UNDERHILL BLVD., SUITE 100, SYOSSET, NY, 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 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.1% of total clients.
Top client categories% of clientsClients
1
HNWI
83.1%
442
2
Individuals
16.5%
88
3
Corporations
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 16, 2026
Discretionary100.0%
$1.2B
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.
Latest AUM$1.2B
Total Accounts532
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee30:1
10Y Employee Change+8 (+80.0%)
* 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.