# CAMBRIDGE LEGACY ADVISORS, INC.

CAMBRIDGE LEGACY ADVISORS, INC. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 119558
- Type: SEC-registered investment adviser
- SEC file number: 801-64117
- Location: 15660 N. DALLAS PARKWAY, SUITE 700, DALLAS, TX, 75248
- Phone: 972-267-8181
- Latest filing: 2013-11-08
- Regulatory AUM: $122.0M
- Discretionary AUM: $122.0M
- Clients: 3
- Accounts: 1,308

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| CARROLL ORAN BEN | CEO; CHIEF EXECUTIVE OFFICER | — |
| KOEPP BRIAN PAUL | CHIEF COMPLIANCE OFFICER; PRINCIPAL & RIA DIRECTOR; RIA DIRECTOR (+1 more) | — |
| FINCHER TOMMY EDWARD | CHIEF COMPLIANCE OFFICER | — |
| MAHONEY JOHN WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| CARROLL JAMES BRADLEY | VICE-PRESIDENT, OPERATIONS | — |
| WALL STUART WESLEY | CHIEF COMPLIANCE OFFICER | — |
| BUSH JACKIE RAY | CHIEF COMPLIANCE OFFICER | — |
| DEAN BENJAMIN HERSCHEL | PRESIDENT | — |
| CARROLL DEANNA JANE | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119558/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119558/similar
- Related entities: https://search.stillhousedata.com/firm/119558/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119558

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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.