Wealth Manager
    SEC Registered
    Manages Private Funds

    Legacy Financial Advisors, Inc.

    Registered investment advisor · Covington, Kentucky · CRD #158675

    Assets Under Management
    $1.5B
    Client Accounts
    3,721
    Employees
    21
    CRD Number
    158675
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Legacy Financial Advisors, Inc.

    Legacy Financial Advisors, Inc. is an investment advisory firm offering financial planning, securities, and estate planning services. It focuses on helping clients achieve financial independence. The firm is registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Legacy Financial Advisors, Inc.

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    Frequently Asked Questions

    What is Legacy Financial Advisors, Inc.'s AUM?

    Legacy Financial Advisors, Inc. reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Legacy Financial Advisors, Inc. headquartered?

    Legacy Financial Advisors, Inc. is headquartered in Covington, Kentucky.

    What is Legacy Financial Advisors, Inc.'s CRD number?

    Legacy Financial Advisors, Inc.'s CRD number is 158675. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Legacy Financial Advisors, Inc. manage?

    Legacy Financial Advisors, Inc. manages approximately 3,721 client accounts according to its latest SEC filing.

    Is Legacy Financial Advisors, Inc. SEC registered?

    Yes, Legacy Financial Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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