Legacy Financial Group LLC

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Assets, Funds, Holdings

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Legacy Financial Group LLC
CRD #154927
SEC #801-79803
CIK #0001772483, 0001812454, 0001352547, 0001834011, 0001965579
AUM $726.3 MM (2024-01-30)
Employees 18 (72% Investors, 28% Brokers)
Phone515-255-3306
Address6000 Grand Avenue
Des Moines, IA 50312
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 40.2
AAPL 2,382,844.0 37.3
MSFT 1,918,222.4 29.4
GOOGL 1,475,138.5 23.8
AMZN 1,092,997.8 19.6
AVGO 201,282.9 15.9
JPM 340,169.2 14.3
UNP 133,995.4 13.0
META 434,852.0 10.8
FI 10.7
Holdings by Sector ($MM)
1500120090060030002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,141 305.9
(b) Individuals (high net worth individuals) 218 420.4
(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 0 0.0
(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 3,807 726.3
By Discretionary
Discretionary 3,807 726.3
Non-Discretionary 0 0.0
Total 3,807 726.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 726.3
Total 3,807 726.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001352547]
SC 13G [0001352547]
13F-HR [0001772483]
D [0001812454]
13F-HR [0001834011]
13F-HR [0001965579]
Form 13D/13G Filer Form 13D/13G Subject Filed
Legacy Private Trust Co Legacy Private Trust Co [2016-02-11]
Legacy Private Trust Co Legacy Private Trust Co [2014-07-08]
Legacy Private Trust Co Legacy Private Trust Co [2014-05-30]
Comparable Firms State AUM ($BB)
Fountainhead AM LLC
NJ 0.7
Veery Capital LLC
DE 0.7
Hanson & Doremus Investment Management
VT 0.7
Shorepoint Capital Partners LLC
MA 0.7
Financial Solutions Advisory Group Inc
IL 0.7
Oak Harvest Investment Services LLC
TX 0.7
Tufton Capital Management LLC
MD 0.7
The O'Dell Group LLC
OH 0.7
Gill Capital Partners LLC
CO 0.7
One Charles Private Wealth Services LLC
MA 0.7
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