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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy CG LLC
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| CRD # | 108541 |
| SEC # | 801-57457 |
| CIK # | 0001904825 |
| AUM | $356.4 M (2025-03-20) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 972-599-4750 |
| Address | 5340 Legacy Drive Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 11.1 | ||
| Oracle Corp | 8.3 | ||
| Microsoft Corp | 8.1 | ||
| Alphabet Inc | 7.6 | ||
| Wal Mart Stores Inc | 7.4 | ||
| VISA Inc | 7.4 | ||
| Nvidia Corp | 7.1 | ||
| Broadcom Inc | 7.1 | ||
| J P Morgan Chase & Co | 6.4 | ||
| Motorola Inc | 5.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 8.4 |
| (b) Individuals (high net worth individuals) | 119 | 327.2 |
| (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 | 4.2 |
| (h) Charitable organizations | 3 | 12.2 |
| (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 | 4.0 |
| (n) Other | 5 | 0.4 |
| Total | 513 | 356.4 |
| By Discretionary | ||
| Discretionary | 461 | 343.9 |
| Non-Discretionary | 52 | 12.5 |
| Total | 513 | 356.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 356.4 | |
| Total | 513 | 356.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904825] |
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|---|---|---|
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Oneascent Family Office LLC
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AL | 0.4 |
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MD | 0.4 |
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0.4 | |
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Intrepid Financial Planning Group LLC
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Seabird Financial Corporation
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CA | 0.4 |
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Exchange Place Advisors LLC
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MA | 0.4 |
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Dougherty & Associates Financial Advisors Inc
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MN | 0.4 |