LEGACY KNIGHT MFO, LLC

CRD 305927 · SEC 801-121664

Visit website

3001 MAPLE AVENUE, SUITE 350, DALLAS, TX, 75201, United States

Phone

945-536-5580

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.85B

Discretionary AUM

$942.3M

Team

21 total employees; 15 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersHUMAN CAPITAL LEGACY SERVICES AND PHILANTHROPIC SERVICES

Client types

Type	Clients	AUM
High net worth individuals	20	$1.90B
Pooled investment vehicles	33	$942.3M

States served

All web addresses on file

https://www.legacyknight.com/
https://www.linkedin.com/company/legacy-knight-multi-family-office/about/

Official SEC filing: View on IAPD