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| Keyboard |
| Tanglewood Legacy Advisors LLC
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|
|---|---|
| CRD # | 127289 |
| SEC # | 801-107793 |
| CIK # | 0001965616 |
| AUM | 809.0 M (2026-03-27) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 713-599-4999 |
| Address | One Riverway, Suite 1550 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| SM Energy Co | 2.3 | ||
| Caterpillar Inc | 1.7 | ||
| Southwest Airlines Co | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 10.1 |
| (b) Individuals (high net worth individuals) | 121 | 730.2 |
| (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 | 29.5 |
| (h) Charitable organizations | 0 | 11.1 |
| (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 | 10 | 28.1 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 809.0 |
| By Discretionary | ||
| Discretionary | 560 | 779.5 |
| Non-Discretionary | 3 | 29.5 |
| Total | 563 | 809.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 809.0 | |
| Total | 563 | 809.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965616] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Retail |
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