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THE LEGACY FINANCIAL GROUP, INC.

TULSA, OK · CRD 135059 · IAPD ↗ · legacyadvisor.net · 918-665-0826

$590.7MRegulatory AUM
5Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — THE LEGACY FINANCIAL GROUP, INC. added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — THE LEGACY FINANCIAL GROUP, INC. crossed $500M in regulatory AUM ($419.6M -> $513.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2024 — THE LEGACY FINANCIAL GROUP, INC. notice-filed in NE.
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.