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| Legacy CG LLC
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|---|---|
| CRD # | 108541 |
| SEC # | 801-57457 |
| CIK # | 0001904825 |
| AUM | 378.6 M (2026-03-11) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 972-599-4750 |
| Address | 5340 Legacy Drive Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 9.7 | ||
| Alphabet Inc | 8.5 | ||
| Nvidia Corp | 7.1 | ||
| Wal Mart Stores Inc | 6.9 | ||
| Broadcom Inc | 6.7 | ||
| Health Care REIT Inc /DE/ | 6.5 | ||
| Motorola Inc | 6.2 | ||
| Devon Energy Corp/DE | 6.1 | ||
| AbbVie Inc | 6.1 | ||
| Hilton Worldwide Holdings Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 8.9 |
| (b) Individuals (high net worth individuals) | 141 | 348.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.1 |
| (h) Charitable organizations | 2 | 12.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.4 |
| (n) Other | 6 | 0.5 |
| Total | 516 | 378.6 |
| By Discretionary | ||
| Discretionary | 465 | 366.3 |
| Non-Discretionary | 51 | 12.4 |
| Total | 516 | 378.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.6 | |
| Total | 516 | 378.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904825] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Auour Investments LLC
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|
Olde Wealth Management LLC
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376.9 M | |
|
Strategic Planning Inc
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