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| Legacy Financial Independent Advisors LLC
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| CRD # | 324258 |
| SEC # | 801-127031 |
| CIK # | 0002131510 |
| AUM | 484.0 M (2026-03-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 502-873-0522 |
| Address | 100 Mallard Creek Rd Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002131510 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 6.8 | ||
| Duke Energy Corp | 6.3 | ||
| Southern Co | 6.2 | ||
| American Electric Power Co Inc | 6.0 | ||
| Simon Property Group Inc /DE/ | 5.5 | ||
| PPL Corp | 5.2 | ||
| Microsoft Corp | 4.7 | ||
| Consolidated Edison Inc | 4.4 | ||
| Waste Management Inc | 4.3 | ||
| Ameren Corp | 4.2 | ||
| Cadence Design Systems Inc | 4.1 | ||
| McKesson Corp | 4.1 | ||
| American Express Co | 4.1 | ||
| Capital One Financial Corp | 4.0 | ||
| Public Storage | 3.9 | ||
| Mid America Apartment Communities Inc | 3.7 | ||
| Lilly Eli & Co | 3.5 | ||
| Oracle Corp | 3.4 | ||
| Chevron Corp | 3.1 | ||
| Facebook Inc | 2.9 | ||
| Invesco Bond Fund | 2.9 | ||
| Amazon Com Inc | 2.8 | ||
| NRG Energy Inc | 2.5 | ||
| Marriott International Inc /MD/ | 2.5 | ||
| Lockheed Martin Corp | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 585 | 134.9 |
| (b) Individuals (high net worth individuals) | 156 | 344.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 8 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,614 | 484.0 |
| By Discretionary | ||
| Discretionary | 2,614 | 484.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,614 | 484.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 484.0 | |
| Total | 2,614 | 484.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002131510] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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