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| Legacy Financial Advisors Inc
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| CRD # | 158675 |
| SEC # | 801-72637 |
| CIK # | 0001730810, 0001720969 |
| AUM | 1,515.6 M (2026-03-06) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730810 0001720969 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.0 | ||
| Mastec Inc | 30.2 | ||
| Facebook Inc | 16.7 | ||
| Alphabet Inc | 16.3 | ||
| Vertex Inc | 16.0 | ||
| Amazon Com Inc | 12.9 | ||
| Microsoft Corp | 12.0 | ||
| Nvidia Corp | 10.0 | ||
| Amazon HoldCo Inc | 9.1 | ||
| Johnson & Johnson | 8.6 | ||
| Alphabet Inc | 7.7 | ||
| Uber Technologies Inc | 7.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 160.7 |
| (b) Individuals (high net worth individuals) | 482 | 1,343.1 |
| (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 | 11.7 |
| (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 | 3,721 | 1,515.6 |
| By Discretionary | ||
| Discretionary | 3,721 | 1,515.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,721 | 1,515.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,515.6 | |
| Total | 3,721 | 1,515.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001720969] | |
| 13F-HR | [0001730810] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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