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Legacy Financial Advisors LLC

● SEC registered since 2025CRD 309156SEC# 801-134038
Export (members)
Reg. AUM
$115.8M
Employees
3
Accounts
518
Location
—

Legacy Financial Advisors LLC assets under management

Legacy Financial Advisors LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $115.8 million in regulatory assets under management and employs 3 people.
www.legacyfallc.comView on SEC.gov ↗

Legacy Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Wesley R Joiner ControlPrincipal And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Legacy Financial Advisors LLC manage?

Legacy Financial Advisors LLC reports $115.8 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Financial Advisors LLC have?

Legacy Financial Advisors LLC reports 3 employees.

Does Legacy Financial Advisors LLC disclose fund performance?

Legacy Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone912-634-8338
Fax912-638-3472
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$38.2M
Non-discretionary$77.6M
Total (RAUM)$115.8M