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LEGACY ADVISORY LIMITED COMPANY

Advisory

OVERLAND PARK, KS

Data as of Apr 16, 2026 · Source: SEC Form ADV

Rank in KS
#203
of 271 advisers by AUM
Average account
$228K
across 447 accounts
AUM per adviser
$51M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM
$102M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$102M
Discretionary AUM$90M
Non-Discretionary AUM$12M
Discretionary %88.5%
Total Clients151
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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