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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Financial Strategies LLC
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| CRD # | 283553 |
| SEC # | 801-107930 |
| CIK # | 0001723925 |
| AUM | $806.1 M (2025-03-14) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 913-403-0600 |
| Address | 5400 Colllege Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.8 | ||
| Apple Inc | 6.5 | ||
| Microsoft Corp | 4.6 | ||
| Cintas Corp | 4.3 | ||
| Automatic Data Processing Inc | 3.9 | ||
| McGraw-hill Companies Inc | 3.9 | ||
| Wal Mart Stores Inc | 3.8 | ||
| Brown & Brown Inc | 3.7 | ||
| Aflac Inc | 3.7 | ||
| Sherwin Williams Co | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 115.5 |
| (b) Individuals (high net worth individuals) | 292 | 533.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 60 | 136.1 |
| (h) Charitable organizations | 0 | 8.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,014 | 806.1 |
| By Discretionary | ||
| Discretionary | 1,997 | 800.6 |
| Non-Discretionary | 17 | 5.5 |
| Total | 2,014 | 806.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 806.1 | |
| Total | 2,014 | 806.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001723925] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Concentrum Wealth Management Inc
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|
CA | 0.8 |
|
Covington Investment Advisors Inc
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|
PA | 0.8 |
|
Addison Capital LLC
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PA | 0.8 |
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Investment Partners Ltd
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OH | 0.8 |
|
Strategic Point Investment Advisors LLC
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|
RI | 0.8 |
|
FWL Investment Management LLC
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|
TX | 0.8 |
|
Broad Run Investment Management LLC
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|
VA | 0.8 |
|
Bedell Frazier Investment Counselling LLC
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|
CA | 0.8 |
|
Balboa Wealth Partners Inc
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|
AZ | 0.8 |
|
Wealth Alliance Advisory Group LLC
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|
KS | 0.8 |