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DEFINING LEGACY FINANCIAL ADVISORS LLC

Advisory

NC

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account
$74K
across 184 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
38
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, NC, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

LANGER WEALTH MANAGEMENT LLC
WILMINGTON, NC
$14M
-9.6% 1Y
CHEVRON FINANCIAL LLC
$14M
CH CAPITAL MANAGEMENT, LLC
$14M
SIMON INVESTMENT ADVISORY SERVICES, INC.
CHAPEL HILL, NC
$14M
-92.5% 1Y
NODA WEALTH MANAGEMENT LLC
$13M
TOTEM WEALTH MANAGEMENT LLC
$13M

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