LEGACY FINANCIAL ADVISORS, INC. of COVINGTON, KY is an SEC-registered investment adviser (CRD 158675). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |