LEGACY FINANCIAL ADVISORS II, LLC

LEGACY FINANCIAL ADVISORS II, LLC is an SEC-registered investment adviser (CRD 309156). Regulatory assets under management: $139.2M.

Registration

• CRD: 309156
• SEC file number: 801-134038
• Type: Registered investment adviser
• Phone: 912-634-8338
• Latest filing: 2026-02-20
• Regulatory AUM: $139.2M
• Discretionary AUM: $94.6M
• Non-discretionary AUM: $44.6M
• Clients: 3
• Accounts: 522

Business model

Compensation: % of AUM, Hourly, Fixed.

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

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 309156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search