# NEW LEGACY FINANCIAL GROUP, LLC

NEW LEGACY FINANCIAL GROUP, LLC of SMITHVILLE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 151155
- Type: SEC-registered investment adviser
- Location: 133 S. MILTON STREET, SMITHVILLE, OH, 44677
- Phone: 330-669-2080
- Latest filing: 2026-03-29
- Regulatory AUM: $62.5M
- Non-discretionary AUM: $62.5M
- Clients: 1
- Accounts: 260

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151155/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151155/similar
- Related entities: https://search.stillhousedata.com/firm/151155/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151155

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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.