RIA Intel›Advisers›Utah›DONOVAN LEGACY ADVISORS, LLC

DONOVAN LEGACY ADVISORS, LLC

Advisory

Data as of Nov 18, 2025 · Source: SEC Form ADV

Average account

$330K

across 12 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 18, 2025.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJune

Operates InAZ, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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