RIA Intel›Advisers›Texas›LEGACY FINANCIAL DESIGNS, LLC

LEGACY FINANCIAL DESIGNS, LLC

Advisory

THE WOODLANDS, TX

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in TX

#1,967

of 2,813 advisers by AUM

Average account

$138K

across 225 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$31M

Discretionary AUM$30M

Non-Discretionary AUM$1M

Discretionary %95.9%

Total Clients49

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, 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

49 clients

7 high-net-worth

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

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