LEGACY FINANCIAL

LEGACY FINANCIAL of FRONT ROYAL, VA is an SEC-registered investment adviser (CRD 153236). Regulatory assets under management: $3.4M.

Registration

• CRD: 153236
• Type: Registered investment adviser
• Location: 111 TOTTEN LANE, FRONT ROYAL, VA, 22630
• Phone: 540-333-1784
• Latest filing: 2026-04-13
• Regulatory AUM: $3.4M
• Discretionary AUM: $3.4M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search