Wealth Manager
    SEC Registered
    Manages Private Funds

    The Legacy Financial Group, Inc.

    Registered investment advisor · Tulsa, Oklahoma · CRD #135059

    Assets Under Management
    $591M
    Client Accounts
    1,510
    Employees
    9
    CRD Number
    135059
    Registration
    SEC Registered

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

    About The Legacy Financial Group, Inc.

    Legacy Financial Group, Inc., founded in 2000, is a fee-only, independent investment advisory firm focused on providing comprehensive, diversified investment services prioritizing client interests. It serves individuals, businesses, and foundations, emphasizing trust and integrity in its approach.

    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 The Legacy Financial Group, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is The Legacy Financial Group, Inc.'s AUM?

    The Legacy Financial Group, Inc. reports approximately $591M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Legacy Financial Group, Inc. headquartered?

    The Legacy Financial Group, Inc. is headquartered in Tulsa, Oklahoma.

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

    The Legacy Financial Group, Inc.'s CRD number is 135059. 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 The Legacy Financial Group, Inc. manage?

    The Legacy Financial Group, Inc. manages approximately 1,510 client accounts according to its latest SEC filing.

    Is The Legacy Financial Group, Inc. SEC registered?

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

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