RIA Intel›Advisers›Kansas›LEGACY INVESTMENT PARTNERS, LLC

LEGACY INVESTMENT PARTNERS, LLC

Advisory

N·OVERLAND PARK, KS

Data as of Feb 6, 2026 · Source: SEC Form ADV

Total AUM

$403M

1-Year AUM Growth

+18.9%

3-Year CAGR

+14.7%

Employees

3

Assets Under Management

Total AUM$403M

Discretionary AUM$394M

Non-Discretionary AUM$9M

Discretionary %97.7%

Total Clients221

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingOct 1, 2004

Latest FilingFeb 6, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 22+ 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 INVESTMENT PARTNERS, LLC

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