DONOVAN LEGACY ADVISORS, LLC

DONOVAN LEGACY ADVISORS, LLC is an SEC-registered investment adviser (CRD 323659). Regulatory assets under management: $4.0M.

Registration

• CRD: 323659
• Type: Registered investment adviser
• Phone: 801-707-2486
• Latest filing: 2025-11-18
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: 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 323659 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search