RIA Intel›Advisers›Kentucky›LEGACY FINANCIAL ADVISORS, INC.

LEGACY FINANCIAL ADVISORS, INC.

Advisory

N·COVINGTON, KY

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+14.0%
3-Year CAGR
+12.9%
Employees
12
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,032
Team
Total Employees12
Investment Advisers21
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record36
First FilingJul 26, 2011
Latest FilingJul 17, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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