# LEGACY HARBOR

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

## Registration

- CRD: 118187
- Type: SEC-registered investment adviser
- Location: 6417 BERWYN DRIVE, PLANO, TX, 75093
- Phone: (972) 608-1040
- Latest filing: 2026-03-10
- Regulatory AUM: $8.0M
- Discretionary AUM: $8.0M
- Clients: 1
- Accounts: 51

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118187/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118187/similar
- Related entities: https://search.stillhousedata.com/firm/118187/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118187

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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.