DEFINING LEGACY ADVISORS

DEFINING LEGACY ADVISORS is an SEC-registered investment adviser (CRD 299537). Regulatory assets under management: $13.6M.

Registration

• CRD: 299537
• Type: Registered investment adviser
• Phone: 336-542-2019
• Latest filing: 2026-03-28
• Regulatory AUM: $13.6M
• Discretionary AUM: $13.6M
• Clients: 1
• Accounts: 184

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search