RIA Intel›Advisers›Georgia›LEGACY PARTNER GROUP, LLC

LEGACY PARTNER GROUP, LLC

Advisory

DULUTH, GA

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

Rank in GA

#508

of 607 advisers by AUM

Average account

$817K

across 104 accounts

AUM per adviser

$85M

1 advisers

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

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients104

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

104 clients

9 high-net-worth

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

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