RIA Intel›Advisers›Virginia›LEGACY FINANCIAL

LEGACY FINANCIAL

Advisory

FRONT ROYAL, VA

Data as of Apr 13, 2026 · Source: SEC Form ADV

Average account
$67K
across 51 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 13, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
51
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$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

COASTAL ASSET MANAGEMENT LLC
$3M
VALLEY INVESTORS CORPORATION
ROANOKE, VA
$3M
ABINGDON CAPITAL MANAGEMENT LTD.
MCLEAN, VA
$3M
-51.3% 1Y
UNITED SECURITY ADVISORS & FINANCIAL PLANNING PARTNERS LLC
$4M
EMERY FINANCIAL SERVICES INC.
POTOMAC FALLS, VA
$4M
+100.0% 1Y
ULMER FINANCIAL LLC
$3M

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