# TANGLEWOOD LEGACY ADVISORS, LLC

TANGLEWOOD LEGACY ADVISORS, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 127289
- Type: SEC-registered investment adviser
- SEC file number: 801-107793
- Location: ONE RIVERWAY, SUITE 1550, HOUSTON, TX, 77056
- Phone: 713-599-4999
- Latest filing: 2026-03-27
- Regulatory AUM: $809.0M
- Discretionary AUM: $779.5M
- Non-discretionary AUM: $29.5M
- Clients: 9
- Accounts: 563

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Bruce Roth | CHIEF EXECUTIVE OFFICER | — |
| Andrew Todd Gardener | CHIEF COMPLIANCE OFFICER / CHAIRMAN | — |
| PIKE SHANNON JON | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | — |
| GARDENER ANDREW TODD | CHIEF COMPLIANCE OFFICER / CHAIRMAN; CHIEF COMPLIANCE OFFICER / PRESIDENT; PRESIDENT (+1 more) | — |
| WIND BRENDA LEA | CHIEF COMPLIANCE OFFICER | — |
| ROTH PETER BRUCE | CHIEF EXECUTIVE OFFICER | — |
| Berti Matthew Douglas | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127289/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127289/similar
- Related entities: https://search.stillhousedata.com/firm/127289/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127289

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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.