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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
CRD 324258 · SEC 801-127031
100 MALLARD CREEK RD, SUITE 402, LOUISVILLE, KY, 40207, United States
Phone
(502) 873-0522
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$484.0M
Discretionary AUM
$484.0M
Team
8 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 585 | $134.9M |
| High net worth individuals | 156 | $344.2M |
| Corporations/business entities | 8 | $3.9M |
States served
CA, GA, IL, IN, KY, LA, MA, NC, OH, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD