# PENLAND LEGACY ADVISORS, LLC

PENLAND LEGACY ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 118937
- Type: SEC-registered investment adviser
- SEC file number: 801-61751
- Phone: 704-399-7010
- Latest filing: 2019-02-28
- Regulatory AUM: $113.6M
- Discretionary AUM: $100.7M
- Non-discretionary AUM: $12.9M
- Clients: 3
- Accounts: 448

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SMILEY WILLIAM MICHAEL | CEO, SOLE DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118937/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118937/similar
- Related entities: https://search.stillhousedata.com/firm/118937/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118937

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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.