# LEGACY FINANCIAL ADVISORS, INC.

LEGACY FINANCIAL ADVISORS, INC. of COVINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 158675
- Type: SEC-registered investment adviser
- SEC file number: 801-72637
- Location: 117 EAST FOURTH STREET, COVINGTON, KY, 41011
- Phone: 859-655-5225
- Latest filing: 2026-07-17
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 21
- Accounts: 3,721

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Michael Joseph Maisel | CEO AND MANAGING PRINCIPAL | — |
| Paul Anthony Sartori | MANAGING PRINCIPAL | — |
| Peter Trent Lucas | MANAGING PRINCIPAL | — |
| Laura Lee Branum | CHIEF OPERATIONS OFFICER | — |
| Robert Justin Kuhnhein | DIRECTOR OF INVESTMENTS | — |
| ZAPP BRADLEY ROBERT | CEO, MANAGING PRINCIPAL; MANAGING PRINCIPAL | — |
| MAISEL MICHAEL JOSEPH | CEO AND MANAGING PRINCIPAL; MANAGING PRINCIPAL | — |
| SARTORI PAUL ANTHONY | MANAGING PRINCIPAL | — |
| LUCAS PETER TRENT | MANAGING PRINCIPAL | — |
| BRANUM LAURA LEE | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER | — |
| SCHAU ADRIAN MICHAEL | DIRECTOR OF INVESTMENTS | — |
| Kuhnhein Robert Justin | DIRECTOR OF INVESTMENTS | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158675/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158675/similar
- Related entities: https://search.stillhousedata.com/firm/158675/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158675

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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.