LEGACY FINANCIAL DESIGNS

LEGACY FINANCIAL DESIGNS of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 314338). Regulatory assets under management: $31.0M.

Registration

• CRD: 314338
• Type: Registered investment adviser
• Location: 9002 SIX PINES DRIVE, THE WOODLANDS, TX, 77380
• Phone: 832-510-0175
• Latest filing: 2026-07-08
• Regulatory AUM: $31.0M
• Discretionary AUM: $29.8M
• Non-discretionary AUM: $1.3M
• Clients: 3
• Accounts: 225

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314338 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search