# LEGACY FINANCIAL, LTD

LEGACY FINANCIAL, LTD is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 284437
- Type: SEC-registered investment adviser
- Phone: 303-276-8090
- Latest filing: 2026-01-22
- Regulatory AUM: $16.6M
- Discretionary AUM: $16.3M
- Non-discretionary AUM: $275K
- Clients: 1
- Accounts: 118

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284437/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284437/similar
- Related entities: https://search.stillhousedata.com/firm/284437/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284437

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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.