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LEGEIS CAPITAL ADVISORS, LLC

GREAT NECK, NY · CRD 332943 · IAPD ↗ · legeiscapital.com · 516-329-9923

$497.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
May 2026 — LEGEIS CAPITAL ADVISORS, LLC (GREAT NECK, NY) is newly SEC-registered with $497.4M 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.