# LEGEND FINANCIAL ADVISORS INC

LEGEND FINANCIAL ADVISORS INC of PITTSBURGH, PA is an SEC-registered investment adviser.

## Registration

- CRD: 108207
- Type: SEC-registered investment adviser
- SEC file number: 801-44704
- Location: 5700 CORPORATE DRIVE, SUITE 350, PITTSBURGH, PA, 15237
- Phone: 412-635-9210
- Latest filing: 2026-03-24
- Regulatory AUM: $389.9M
- Discretionary AUM: $389.9M
- Clients: 11
- Accounts: 219

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| James Jude Holtzman | CEO, PRESIDENT, CCO AND WEALTH ADVISOR | — |
| Christopher J Kail | OWNER AND DIRECTOR OF MARKETING | — |
| PEARSON DIANE MARIE | ADVISER | — |
| STANASOLOVICH LOUIS PETER | PRESIDENT, CEO; PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| McDade Stanasolovich Celine | OWNER; OWNER, DIRECTOR OF HUMAN RESOURCES AND ACCOUNTING | — |
| HOLTZMAN JAMES JUDE | ADVISOR AND SHAREHOLDER; CEO, PRESIDENT, CCO AND WEALTH ADVISOR; SHAREHOLDER | — |
| Kail Christopher J | OWNER; OWNER AND DIRECTOR OF MARKETING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108207/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108207/similar
- Related entities: https://search.stillhousedata.com/firm/108207/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108207

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.