CHAGRIN VALLEY LEGACY ADVISORS, LLC

CHAGRIN VALLEY LEGACY ADVISORS, LLC of CHAGRIN FALLS, OH is an SEC-registered investment adviser (CRD 340652).

Registration

• CRD: 340652
• Type: Registered investment adviser
• Location: 8682 TANGLEWOOD TRAIL, CHAGRIN FALLS, OH, 44023
• Phone: 440 539 4582
• Latest filing: 2026-03-11
• Clients: 1

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 340652 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search