# LEGACY FAMILY OFFICE, LLC

LEGACY FAMILY OFFICE, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 147160
- Type: SEC-registered investment adviser
- SEC file number: 801-69166
- Location: 9990 COCONUT ROAD, BONITA SPRINGS, FL, 34135
- Phone: 239-949-1982
- Latest filing: 2026-03-16
- Regulatory AUM: $65.1M
- Discretionary AUM: $65.1M
- Clients: 3
- Accounts: 71

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SURRATT TAMMY LYNN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147160/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147160/similar
- Related entities: https://search.stillhousedata.com/firm/147160/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147160

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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.