PPrivate Fund Data Log in Join · $37/mo

Legacy Financial Independent Advisors LLC

● SEC registered since 2023CRD 324258SEC# 801-127031Louisville, KY
Export (members)
Reg. AUM
$450.6M
Employees
8
Accounts
2,503
Location
Louisville, KY

Legacy Financial Independent Advisors LLC assets under management

Legacy Financial Independent Advisors LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2023. It reports $450.6 million in regulatory assets under management and employs 8 people.
www.legacyfia.comView on SEC.gov ↗

Legacy Financial Independent Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Bruce Edward McCrea ControlManaging Member/ Chief Compliance Officer25-50%2023
Bryan Sean McCrea ControlMember25-50%2023
Christopher Robert McCrea ControlMember25-50%2023
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Legacy Financial Independent Advisors LLC manage?

Legacy Financial Independent Advisors LLC reports $450.6 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Financial Independent Advisors LLC have?

Legacy Financial Independent Advisors LLC reports 8 employees.

Where is Legacy Financial Independent Advisors LLC located?

Legacy Financial Independent Advisors LLC is based in Louisville, KY and has been SEC-registered since 2023.

Does Legacy Financial Independent Advisors LLC disclose fund performance?

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

Contact & registration

Address100 Mallard Creek Rd, Suite 402, Louisville, KY 40207
Phone(502) 873-0522
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$450.6M
Non-discretionary$0
Total (RAUM)$450.6M