# LEGACY GROUP

LEGACY GROUP of TYLER, TX is an SEC-registered investment adviser.

## Registration

- CRD: 134797
- Type: SEC-registered investment adviser
- Location: 909 EAST SE LOOP 323 SUITE 210, TYLER, TX, 75701
- Phone: 903-534-4900
- Latest filing: 2026-03-06
- Regulatory AUM: $89.4M
- Non-discretionary AUM: $89.4M
- Clients: 1
- Accounts: 509

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134797/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134797/similar
- Related entities: https://search.stillhousedata.com/firm/134797/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134797

---

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.