# LEGACY FINANCIAL DESIGNS

LEGACY FINANCIAL DESIGNS of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 314338
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314338/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314338/similar
- Related entities: https://search.stillhousedata.com/firm/314338/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314338

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.