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| Legacy Financial Strategies LLC
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|---|---|
| CRD # | 283553 |
| SEC # | 801-107930 |
| CIK # | 0001723925 |
| AUM | 952.0 M (2026-02-24) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 913-403-0600 |
| Address | 5400 Colllege Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.4 | ||
| Apple Inc | 8.1 | ||
| Caterpillar Inc | 4.9 | ||
| Wal Mart Stores Inc | 4.2 | ||
| Microsoft Corp | 3.8 | ||
| Aflac Inc | 3.6 | ||
| Atmos Energy Corp | 3.6 | ||
| FPL Group Inc | 3.6 | ||
| Linde PLC | 3.3 | ||
| Henry Jack & Associates Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 136.0 |
| (b) Individuals (high net worth individuals) | 304 | 638.6 |
| (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 | 61 | 154.8 |
| (h) Charitable organizations | 0 | 8.7 |
| (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 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,090 | 952.0 |
| By Discretionary | ||
| Discretionary | 2,027 | 795.2 |
| Non-Discretionary | 63 | 156.8 |
| Total | 2,090 | 952.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 952.0 | |
| Total | 2,090 | 952.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001723925] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail |
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