# THE LEGACY COLLABORATIVE, INC.

THE LEGACY COLLABORATIVE, INC. of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114591
- Type: SEC-registered investment adviser
- Location: 3512 PAESANOS PARKWAY, SAN ANTONIO, TX, 78231-1248
- Phone: 210-664-9500
- Latest filing: 2025-04-23
- Regulatory AUM: $4.5M
- Discretionary AUM: $4.5M
- Clients: 1
- Accounts: 9

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114591/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114591/similar
- Related entities: https://search.stillhousedata.com/firm/114591/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114591

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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.