LEGACY ADVISORY LIMITED COMPANY

LEGACY ADVISORY LIMITED COMPANY of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 300802). Regulatory assets under management: $101.9M.

Registration

• CRD: 300802
• Type: Registered investment adviser
• Location: 10561 BARKLEY, SUITE 610, OVERLAND PARK, KS, 66212
• Phone: 913-825-5225
• Latest filing: 2026-04-16
• Regulatory AUM: $101.9M
• Discretionary AUM: $90.1M
• Non-discretionary AUM: $11.8M
• Clients: 3
• Accounts: 447

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300802 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search