LEGACY ADVISORS

LEGACY ADVISORS is an SEC-registered investment adviser (CRD 338041). Regulatory assets under management: $476K.

Registration

• CRD: 338041
• Type: Registered investment adviser
• Phone: (304) 618-8950
• Latest filing: 2026-01-04
• Regulatory AUM: $476K
• Non-discretionary AUM: $476K
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

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 338041 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search