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LEGACY CHIEF FINANCIAL OFFICE, LLC

SHENANDOAH, TX · CRD 300873 · IAPD ↗ · legacycfo.com · 832-510-9099

$105.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — LEGACY CHIEF FINANCIAL OFFICE, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — LEGACY CHIEF FINANCIAL OFFICE, LLC (SHENANDOAH, TX) is newly SEC-registered with $105.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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