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LEGACY CONSULTING GROUP

PLANO, TX · CRD 108541 · IAPD ↗ · legacyconsultinggroup.com · 972-599-4750

$378.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LEGACY CONSULTING GROUP grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — LEGACY CONSULTING GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.