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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Financial Advisors Inc
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|---|---|
| CRD # | 158675 |
| SEC # | 801-72637 |
| CIK # | 0001720969, 0001730810 |
| AUM | $1.3 B (2025-03-12) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 859-655-5225 |
| Address | 117 East Fourth Street Covington, KY 41011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 2.7 | ||
| Vertex Inc | 1.3 | ||
| Uber Technologies Inc | 1.0 | ||
| Mastec Inc | 0.6 | ||
| Bentley Systems Inc | 0.6 | ||
| Apple Inc | 0.1 | ||
| Fulton Financial Corp | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 160.4 |
| (b) Individuals (high net worth individuals) | 406 | 1,085.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 10.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,515 | 1,255.6 |
| By Discretionary | ||
| Discretionary | 3,515 | 1,255.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,515 | 1,255.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,255.6 | |
| Total | 3,515 | 1,255.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001720969] | |
| 13F-HR | [0001730810] |
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|---|---|---|
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Penn Davis McFarland Inc
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|
TX | 1.3 |
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True Private Wealth Advisors LLC
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OR | 1.3 |
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Fiduciary Services LLC
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ID | 1.3 |
|
Tanager Wealth Management LLP
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1.3 | |
|
River Wealth Advisors LLC
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PA | 1.3 |
|
Ironsides Asset Advisors LLC
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NC | 1.3 |
|
Meridian Wealth Partners LLC
✚
|
PA | 1.3 |
|
Next Century Growth Investors LLC
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|
MN | 1.3 |
|
Gateway Wealth Partners LLC
✚
|
WI | 1.2 |