RIA Intel›Advisers›Colorado›LEGACY FINANCIAL, LTD

LEGACY FINANCIAL, LTD

Advisory

CO

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$140K

across 118 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$16M

Non-Discretionary AUM$275K

Discretionary %98.3%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

71 clients

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

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Advisers of similar size in CO

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

SOBEL FINANCIAL LLC

$17M

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HIGHLANDS RANCH, CO

$17M

SALIDA FINANCIAL ADVICE AND PLANNING LLC

$16M

SWEATER INDUSTRIES LLC

$16M

FINANCIAL PLANNING CENTERS OF AMERICA, INC.

$16M

HAHN FINANCIAL SERVICES, LLC

$16M

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