# LEGACY CG LLC

LEGACY CG LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 108541
- Type: SEC-registered investment adviser
- SEC file number: 801-57457
- Location: 5340 LEGACY DRIVE, STE 165, PLANO, TX, 75024
- Phone: 972-599-4750
- Latest filing: 2026-03-11
- Regulatory AUM: $378.6M
- Discretionary AUM: $366.3M
- Non-discretionary AUM: $12.4M
- Clients: 4
- Accounts: 516

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Steven Gregg Wachs | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Roger Alan Shake | TRUSTEE; VP/SEC/TREAS. | — |
| Matthew Peter Quinn | MEMBER | — |
| Jennifer Katharine Boling | MEMBER | — |
| Jennifer Young Schmitt | TRUSTEE | — |
| WACHS STEVEN GREGG | PRESIDENT; PRESIDENT, CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| SHAKE ROGER ALAN | TRUSTEE; VP/SEC/TREAS. | — |
| BOLING JENNIFER KATHARINE | MEMBER | — |
| QUINN MATTHEW PETER | MEMBER | — |
| SCHMITT JENNIFER YOUNG | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108541/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108541/similar
- Related entities: https://search.stillhousedata.com/firm/108541/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108541

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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.