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LEGACY FINANCIAL ADVISORS

· CRD 309156 · IAPD ↗ · legacyfallc.com · 912-634-8338

$139.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2025 — LEGACY FINANCIAL ADVISORS (location n/a) is newly SEC-registered with $115.8M RAUM and 3 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.