FRANKLIN LEGACY FINANCIAL, LLC

FRANKLIN LEGACY FINANCIAL, LLC is an SEC-registered investment adviser (CRD 170941). Regulatory assets under management: $12.6M.

Registration

• CRD: 170941
• Type: Registered investment adviser
• Phone: 407-971-2002
• Latest filing: 2026-03-25
• Regulatory AUM: $12.6M
• Discretionary AUM: $8.4M
• Non-discretionary AUM: $4.2M
• Clients: 1
• Accounts: 290

Business model

Compensation: % of AUM, Other.

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 170941 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search