# THE LEGACY FINANCIAL GROUP, INC.

THE LEGACY FINANCIAL GROUP, INC. of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 135059
- Type: SEC-registered investment adviser
- SEC file number: 801-64293
- Location: 1425 E. 41ST PLACE, SUITE 100, TULSA, OK, 74105
- Phone: 918-665-0826
- Latest filing: 2026-03-11
- Regulatory AUM: $590.7M
- Discretionary AUM: $584.4M
- Non-discretionary AUM: $6.4M
- Clients: 9
- Accounts: 1,510

## Business model

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

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Bryan Keith Lee | SHAREHOLDER | — |
| Bryan Matthew Lee | SHAREHOLDER | — |
| Kevin Kyle King | PRESIDENT AND SHAREHOLDER | — |
| James Bray Killingsworth | OWNER | — |
| Elissa Kay Fagin Johnson | OWNER | — |
| SPRINGER MARK LEONARD | CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| STITT WILLIAM PAUL | SHAREHOLDER | — |
| LITTLE HARVEY LEWIS | SHAREHOLDER | — |
| LITTLETON JIM WILEY | SHAREHOLDER | — |
| CLOUD RANDALL JOE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND SHAREHOLDER; SECRETARY (+1 more) | — |
| KING KEVIN KYLE | PRESIDENT AND SHAREHOLDER; SHAREHOLDER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| SCOTT DOUGLAS KEITH | CHIEF COMPLIANCE OFFICER | — |
| KING KENDALL WAYNE | SHAREHOLDER | — |
| MAXWELL JEFFREY LYLE | SHAREHOLDER | — |
| KILLINGSWORTH JAMES BRAY | OWNER | — |
| Johnson Elissa kay fagin | OWNER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 918-665-0826 |
| — | — | 1 | 918-665-0826 |
| — | — | 1 | 918-665-0826 |
| — | — | 1 | 918-665-0826 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135059/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135059/similar
- Related entities: https://search.stillhousedata.com/firm/135059/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135059

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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.