Investment adviser · CRD 154927
LEGACY FINANCIAL GROUP
Investment adviser filing (IA)
LEGACY FINANCIAL GROUP, LLC
DES MOINES, IA, United States · Form ADV filed May 18, 2026
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 4,146 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 11 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 |
|---|---|---|---|
| High-net-worth individuals | 314 | $686,436,394 | 68.1% |
| Individuals | 1,136 | $311,863,379 | 31.0% |
| Corporations & businesses | Fewer than 5 | $9,273,587 | 0.9% |
Filing source
Form ADV 2106162 · May 18, 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: May 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
6000 GRAND AVENUE, SUITE BDES MOINES, IA, 50312, United States
CRD 154927
Filing source
Form ADV 2106162 · May 18, 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.