NEW LEGACY FINANCIAL GROUP, LLC

NEW LEGACY FINANCIAL GROUP, LLC of SMITHVILLE, OH is an SEC-registered investment adviser (CRD 151155). Regulatory assets under management: $62.5M.

Registration

• CRD: 151155
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search