RIA Intel›Advisers›California›LEGACY ADVISORY GROUP, INC

LEGACY ADVISORY GROUP, INC

Advisory

SANTA ANA, CA

Data as of May 1, 2026 · Source: SEC Form ADV

Rank in CA

#3,394

of 5,480 advisers by AUM

Average account

$429K

across 124 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

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

76 clients

24 high-net-worth

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

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