RIA Intel›Advisers›Georgia›LEGACY PARTNERS FINANCIAL GROUP, LLC

LEGACY PARTNERS FINANCIAL GROUP, LLC

Advisory

WOODSTOCK, GA

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in GA

#472

of 607 advisers by AUM

Average account

$208K

across 517 accounts

AUM per adviser

$11M

10 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

10

Assets Under Management

Total AUM$108M

Discretionary AUM$108M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients154

Team

Total Employees10

Investment Advisers10

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

154 clients

94 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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