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ANCORATO

BOISE, ID · CRD 322695 · IAPD ↗ · legacy-is.com · 208-925-0006

$283.7MRegulatory AUM
6Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

38
April 2026 — ANCORATO moved its main office from MERIDIAN, ID to BOISE, ID.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2025 — ANCORATO reported RAUM up 41% ($170.6M -> $240.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — LEGACY INVESTMENT SOLUTIONS, LLC is now doing business as ANCORATO.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
April 2024 — ANCORATO grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
36
February 2024 — LEGACY INVESTMENT SOLUTIONS, LLC notice-filed in AZ, CA, UT.
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.