LEGACY GROUP

LEGACY GROUP of TYLER, TX is an SEC-registered investment adviser (CRD 134797). Regulatory assets under management: $89.4M.

Registration

• CRD: 134797
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134797 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search