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LEGACY KNIGHT MFO, LLC

DALLAS, TX · CRD 305927 · IAPD ↗ · legacyknight.com · 945-536-5580

$2.85BRegulatory AUM
15Advisory reps
21Employees
0Clients
11-25Planning clients
33Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — LEGACY KNIGHT MFO, LLC reported RAUM up 29% ($2.20B -> $2.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
December 2025 — LEGACY KNIGHT MFO, LLC reported RAUM up 46% ($1.50B -> $2.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — LEGACY KNIGHT MFO, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — LEGACY KNIGHT MFO, LLC grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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