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| The Legacy Financial Group Inc
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|---|---|
| CRD # | 135059 |
| SEC # | 801-64293 |
| CIK # | 0001965579, 0001834011, 0001812454, 0001352547, 0001772483, 0002135457 |
| AUM | $590.7 M (2026-03-11) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 918-665-0826 |
| Address | 1425 E 41st Place Tulsa, OK 74105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965579 0001834011 0001812454 0001352547 0001772483 0002135457 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 49.8 | ||
| Nvidia Corp | 44.0 | ||
| Alphabet Inc | 33.7 | ||
| Broadcom Inc | 28.4 | ||
| Microsoft Corp | 26.7 | ||
| J P Morgan Chase & Co | 22.5 | ||
| Amazon Com Inc | 19.9 | ||
| Wells Fargo & Co/MN | 17.6 | ||
| Lilly Eli & Co | 13.2 | ||
| Wal Mart Stores Inc | 12.6 | ||
| Facebook Inc | 12.3 | ||
| Union Pacific Corp | 10.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 62.2 |
| (b) Individuals (high net worth individuals) | 157 | 526.0 |
| (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 | 0.8 |
| (h) Charitable organizations | 0 | 1.7 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,510 | 590.7 |
| By Discretionary | ||
| Discretionary | 1,409 | 584.4 |
| Non-Discretionary | 101 | 6.4 |
| Total | 1,510 | 590.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.7 | |
| Total | 1,510 | 590.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001352547] | |
| SC 13G | [0001352547] | |
| 13F-HR | [0001772483] | |
| D | [0001812454] | |
| 13F-HR | [0001834011] | |
| 13F-HR | [0001965579] | |
| D | [0002135457] |
| 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 ($B) |
|---|---|---|
|
Gerber LLC
✚
|
OH | 0.6 |
|
Wealth Preservation Advisors LLC
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|
TN | 0.6 |
|
Hoxton Planning & Management LLC
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WV | 0.6 |
|
Poehling Capital Management Inc
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|
WI | 0.6 |
|
Accredited Investor Services LLC
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|
MN | 0.6 |
|
Financial Gravity Family Office Services LLC
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|
TX | 0.6 |
|
Milestone Financial Planning LLC
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|
NH | 0.6 |
|
Reston Wealth Management LLC
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|
VA | 0.6 |
|
Master's Wealth Management Inc
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|
PA | 0.6 |
|
VAM Group Inc
✚
|
MI | 0.6 |