# LEGACY PRIVATE CLIENT GROUP, INC.

LEGACY PRIVATE CLIENT GROUP, INC. of KAMAS, UT is an SEC-registered investment adviser.

## Registration

- CRD: 159063
- Type: SEC-registered investment adviser
- SEC file number: 801-72808
- Location: 30 NORTH MAIN STREET, SUITE A, KAMAS, UT, 84036
- Phone: 949-207-3243
- Latest filing: 2017-07-13
- Regulatory AUM: $36.6M
- Discretionary AUM: $36.6M
- Clients: 1
- Accounts: 204

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| ROSS ROBERT KARL | CHIEF COMPLIANCE OFFICER | — |
| SHUBIN RYAN NICHOLAS | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR AND CCO | — |
| ROMAN ROBERTO | PRESIDENT | — |
| LUNSFORD TODD ERIC | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159063/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159063/similar
- Related entities: https://search.stillhousedata.com/firm/159063/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159063

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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.