# LEGACY INVESTMENT SOLUTIONS, LLC

LEGACY INVESTMENT SOLUTIONS, LLC of BOISE, ID is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 322695
- Type: SEC-registered investment adviser
- SEC file number: 801-126757
- Location: 13965 W. CHINDEN BLVD #100, BOISE, ID, 83713
- Phone: 208-925-0006
- Latest filing: 2026-04-01
- Regulatory AUM: $283.7M
- Discretionary AUM: $277.1M
- Non-discretionary AUM: $6.5M
- Clients: 18
- Accounts: 3,723

## Business model

- Compensation: % of AUM, Other
- Clients served: Charities, Corporations

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Andy Albert Rad | CHIEF INVESTMENT OFFICER; OWNER | — |
| Jefferson Hunt West | CHIEF COMPLIANCE OFFICER | Boise, ID |
| Peter Carmine Covino | MANAGER; OWNER | — |
| MARTIN JAMES R | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| RAD ANDY ALBERT | CHIEF INVESTMENT OFFICER; OWNER; TRUSTEE | — |
| Lee Benjamin Cory | CHIEF COMPLIANCE OFFICER | — |
| COVINO PETER CARMINE | MANAGER; OWNER; TRUSTEE | — |
| RAD JULIE MARIE | TRUSTEE | — |
| COVINO LISA ANN | TRUSTEE | — |
| Covino Lisa | TRUSTEE | — |
| WEST JEFFERSON HUNT | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322695/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322695/similar
- Related entities: https://search.stillhousedata.com/firm/322695/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322695

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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.