RIA Intel›Advisers›Pennsylvania›LEGACY ADVISORY GROUP, INC.

LEGACY ADVISORY GROUP, INC.

Advisory

HERMITAGE, PA

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

Rank in PA

#1,508

of 1,528 advisers by AUM

Average account

$126K

across 3 accounts

AUM per adviser

$189K

2 advisers

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

Total AUM

$377K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$377K

Discretionary AUM$0

Non-Discretionary AUM$377K

Discretionary %0%

Total Clients—

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, PA

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

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

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