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The Legacy Financial Group, Inc.

● SEC registered since 2005CRD 135059SEC# 801-64293Tulsa, OK
Export (members)
Reg. AUM
$513.6M
Employees
9
Accounts
1,608
Location
Tulsa, OK

The Legacy Financial Group, Inc. assets under management

The Legacy Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2005. It reports $513.6 million in regulatory assets under management and employs 9 people.
www.legacyadvisor.netView on SEC.gov ↗

The Legacy Financial Group, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Ep Johnson Holdings LLCOwner5-10%2020
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2019
Kevin Kyle King ControlPresident And Shareholder50-75%2005
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Frequently asked questions

How much does The Legacy Financial Group, Inc. manage?

The Legacy Financial Group, Inc. reports $513.6 million in regulatory assets under management on its Form ADV.

How many employees does The Legacy Financial Group, Inc. have?

The Legacy Financial Group, Inc. reports 9 employees.

Where is The Legacy Financial Group, Inc. located?

The Legacy Financial Group, Inc. is based in Tulsa, OK and has been SEC-registered since 2005.

Does The Legacy Financial Group, Inc. disclose fund performance?

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

Contact & registration

Address1425 E. 41st Place, Suite 100, Tulsa, OK 74105
Phone918-665-0826
Fax918-933-4393
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$492M
Non-discretionary$21.5M
Total (RAUM)$513.6M