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LEGACY FINANCIAL ADVISORS, INC.
CRD 158675 · SEC 801-72637
117 EAST FOURTH STREET, COVINGTON, KY, 41011, United States
Phone
859-655-5225
Fax
859-655-9049
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.52B
Team
21 total employees; 12 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 579 | $160.7M |
| High net worth individuals | 482 | $1.34B |
| Charitable organizations | 4 | $11.7M |
States served
AZ, CA, IL, IN, KY, NC, OH, PA, SC, TN, VA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD