RIA Intel›Advisers›Texas›LEGACY FOLIOS LLC

LEGACY FOLIOS LLC

Advisory

TX

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,593

of 2,813 advisers by AUM

Average account

$569K

across 123 accounts

AUM per adviser

$23M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

60 clients

20 high-net-worth

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

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