Investment adviser · CRD 322695
ANCORATO
Investment adviser filing (IA)
LEGACY INVESTMENT SOLUTIONS, LLC
BOISE, ID, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $284M Form ADV · Item 5.F
- Client accounts
- 3,723 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $277,124,860 | 97.7% |
| Investment companies | 1 | $6,540,000 | 2.3% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2127470 · Aug 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Investment company portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
13965 W. CHINDEN BLVD #100BOISE, ID, 83713, United States
CRD 322695
Filing source
Form ADV 2127470 · Aug 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.