RIA Intel›Advisers›Maryland›LEGACY FINANCIAL ADVISORS, LLC

LEGACY FINANCIAL ADVISORS, LLC

Advisory

TOWSON, MD

Data as of Jun 18, 2026 · Source: SEC Form ADV

Average account

$506K

across 33 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

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

23 clients

7 high-net-worth

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

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

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GRF WEALTH MANAGEMENT, LLC

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GARRITT FINANCIAL SOLUTIONS LLC

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