RIA Intel›Advisers›New Hampshire›LEGACY FINANCIAL SOLUTIONS, INC.

LEGACY FINANCIAL SOLUTIONS, INC.

Advisory

MANCHESTER, NH

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$95K

across 77 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$0

Non-Discretionary AUM$7M

Discretionary %0%

Total Clients49

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNH

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

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

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Advisers of similar size in NH

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

SINTRA CAPITAL CORP

$7M

MERRYFIELD INVESTMENT MANAGEMENT, INC

$7M

ROCKWORTH INVESTMENT SERVICES LLC

CENTER CONWAY, NH

$8M

STRATTON CAPITAL MANAGEMENT, LLC

$8M

COBB FINANCIAL, LLC

$8M

J ALLEN CAPITAL ADVISORS, LLC

$6M

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