RIA Intel›Advisers›Louisiana›LEGACY INVESTMENT STRATEGIES, LLC

LEGACY INVESTMENT STRATEGIES, LLC

Advisory

METAIRIE, LA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in LA
#98
of 142 advisers by AUM
Average account
$285K
across 391 accounts
AUM per adviser
$14M
8 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$111M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
8
Assets Under Management
Total AUM$111M
Discretionary AUM$111M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients168
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, LA, MD, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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