Wealth Manager
    SEC Registered
    Manages Private Funds

    Legacy Financial Independent Advisors LLC

    Registered investment advisor · Louisville, Kentucky · CRD #324258

    Assets Under Management
    $484M
    Client Accounts
    2,614
    Employees
    8
    CRD Number
    324258
    Registration
    SEC Registered
    Custodian
    Raymond James Financial Services, Inc.

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

    About Legacy Financial Independent Advisors LLC

    Legacy Financial Independent Advisors LLC is an SEC-registered investment advisor based in Louisville, Kentucky, managing nearly $428 million in assets. It offers personal finance advice, including investments, taxation, and estate planning. The firm is locally owned and operates as a partnership.

    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 Independent Advisors LLC

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    Frequently Asked Questions

    What is Legacy Financial Independent Advisors LLC's AUM?

    Legacy Financial Independent Advisors LLC reports approximately $484M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Legacy Financial Independent Advisors LLC headquartered?

    Legacy Financial Independent Advisors LLC is headquartered in Louisville, Kentucky.

    What is Legacy Financial Independent Advisors LLC's CRD number?

    Legacy Financial Independent Advisors LLC's CRD number is 324258. 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 Independent Advisors LLC manage?

    Legacy Financial Independent Advisors LLC manages approximately 2,614 client accounts according to its latest SEC filing.

    Is Legacy Financial Independent Advisors LLC SEC registered?

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

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