RIA Intel›Advisers›Kansas›LEGACY FINANCIAL STRATEGIES, LLC

LEGACY FINANCIAL STRATEGIES, LLC

Advisory

N·OVERLAND PARK, KS

Data as of Jun 8, 2016 · Source: SEC Form ADV

Total AUM

$162M

1-Year AUM Growth

+43.0%

3-Year CAGR

+21.2%

Employees

9

Assets Under Management

Total AUM$162M

Discretionary AUM$133M

Non-Discretionary AUM$29M

Discretionary %82.2%

Total Clients—

Team

Total Employees9

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record21

First FilingJul 6, 2009

Latest FilingJun 8, 2016

🔒 Full AUM trend chart and 21 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEGACY FINANCIAL STRATEGIES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.