RIA Intel›Advisers›New Jersey›LEGACY INVESTMENT ADVISORS, LLC

LEGACY INVESTMENT ADVISORS, LLC

Advisory

VOORHEES, NJ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$332K

across 95 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, MD, NJ, PA, 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

69 clients

7 high-net-worth

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

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