LEGACY CHIEF FINANCIAL OFFICE, LLC

LEGACY CHIEF FINANCIAL OFFICE, LLC of SHENANDOAH, TX is an SEC-registered investment adviser (CRD 300873). Regulatory assets under management: $105.1M.

Registration

• CRD: 300873
• SEC file number: 801-135513
• Type: Registered investment adviser
• Location: 9002 SIX PINES DR., SUITE 108, SHENANDOAH, TX, 77380
• Phone: 832-510-9099
• Latest filing: 2026-04-08
• Regulatory AUM: $105.1M
• Discretionary AUM: $101.7M
• Non-discretionary AUM: $3.3M
• Clients: 3
• Accounts: 336

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search