THE LEGACY FINANCIAL GROUP, INC.
CRD #135059 SEC #801-64293 TULSA, OK 918-665-0826
SEC Registered
Total AUM
$513.6M
Discretionary
$492M
Employees
9
Clients
251
Accounts
1,608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $513.6M | $492M | $21.5M | 9 | 0 |
| Dec 2024 | $419.6M | $417.3M | $2.3M | 8 | 1 |
| Jun 2024 | $419.6M | $417.3M | $2.3M | 8 | 1 |
| Feb 2024 | $419.6M | $417.3M | $2.3M | 8 | 1 |
| Jan 2024 | $335.7M | $335.7M | $0 | 8 | 1 |
| Nov 2023 | $335.7M | $335.7M | $0 | 8 | 1 |
| Nov 2023 | $335.7M | $335.7M | $0 | 8 | 1 |
| Mar 2023 | $335.7M | $335.7M | $0 | 8 | 1 |
| Mar 2023 | $335.7M | $335.7M | $0 | 8 | 1 |
| Mar 2023 | $318.7M | $318.7M | $0 | 7 | 2 |
| Mar 2023 | $318.7M | $318.7M | $0 | 7 | 2 |
| Jan 2023 | $318.7M | $318.7M | $0 | 7 | 2 |
| Jun 2022 | $318.7M | $318.7M | $0 | 7 | 2 |
| Mar 2022 | $318.7M | $318.7M | $0 | 7 | 2 |
| Mar 2021 | $263M | $263M | $0 | 6 | 0 |
| Dec 2020 | $213.9M | $213.9M | $0 | 7 | 2 |
| Dec 2020 | $213.9M | $213.9M | $0 | 7 | 2 |
| Jun 2020 | $213.9M | $213.9M | $0 | 5 | 2 |
| Mar 2020 | $213.9M | $213.9M | $0 | 5 | 2 |
| Dec 2019 | $266M | $254M | $12M | 9 | 0 |
| Aug 2019 | $266M | $254M | $12M | 9 | 0 |
| Aug 2019 | $266M | $254M | $12M | 9 | 0 |
| Mar 2019 | $266M | $254M | $12M | 9 | 0 |
| Mar 2019 | $266M | $254M | $12M | 9 | 0 |
| Jul 2018 | $315M | $303M | $12M | 6 | 0 |
| May 2018 | $315M | $303M | $12M | 6 | 0 |
| Mar 2018 | $315M | $303M | $12M | 6 | 0 |
| Aug 2017 | $262.2M | $241.6M | $20.6M | 6 | 400 |
| May 2017 | $262.2M | $241.6M | $20.6M | 6 | 400 |
| Feb 2017 | $262.2M | $241.6M | $20.6M | 6 | 400 |
| Feb 2016 | $205.3M | $178.7M | $26.6M | 6 | 350 |
| Aug 2015 | $210.5M | $183.6M | $26.9M | 6 | 426 |
| Jan 2015 | $271M | $249.6M | $21.4M | 8 | 426 |
| Apr 2014 | $235.3M | $212M | $23.3M | 6 | 325 |
| Jan 2014 | $235.3M | $212M | $23.3M | 6 | 325 |
| Sep 2013 | $192.5M | $173.7M | $18.9M | 6 | 300 |
| Jan 2013 | $192.5M | $173.7M | $18.9M | 6 | 300 |
| Jun 2012 | $163.9M | $137.8M | $26.2M | 1 | 300 |
| Feb 2012 | $163.9M | $137.8M | $26.2M | 1 | 300 |
| Jan 2011 | $169M | $143.2M | $25.8M | 5 | -- |
| Mar 2009 | $154.8M | $82.8M | $72M | 10 | -- |
| Mar 2007 | $165.2M | $78.6M | $86.7M | 10 | -- |
| Mar 2006 | $160.2M | $72.9M | $87.3M | 10 | -- |
DateFeb 2025
Total AUM$513.6M
Discretionary$492M
Non-Disc.$21.5M
Employees9
Clients0
DateDec 2024
Total AUM$419.6M
Discretionary$417.3M
Non-Disc.$2.3M
Employees8
Clients1
DateJun 2024
Total AUM$419.6M
Discretionary$417.3M
Non-Disc.$2.3M
Employees8
Clients1
DateFeb 2024
Total AUM$419.6M
Discretionary$417.3M
Non-Disc.$2.3M
Employees8
Clients1
DateJan 2024
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees8
Clients1
DateNov 2023
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees8
Clients1
DateNov 2023
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$318.7M
Discretionary$318.7M
Non-Disc.$0
Employees7
Clients2
DateMar 2023
Total AUM$318.7M
Discretionary$318.7M
Non-Disc.$0
Employees7
Clients2
DateJan 2023
Total AUM$318.7M
Discretionary$318.7M
Non-Disc.$0
Employees7
Clients2
DateJun 2022
Total AUM$318.7M
Discretionary$318.7M
Non-Disc.$0
Employees7
Clients2
DateMar 2022
Total AUM$318.7M
Discretionary$318.7M
Non-Disc.$0
Employees7
Clients2
DateMar 2021
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees7
Clients2
DateDec 2020
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees7
Clients2
DateJun 2020
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees5
Clients2
DateMar 2020
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees5
Clients2
DateDec 2019
Total AUM$266M
Discretionary$254M
Non-Disc.$12M
Employees9
Clients0
DateAug 2019
Total AUM$266M
Discretionary$254M
Non-Disc.$12M
Employees9
Clients0
DateAug 2019
Total AUM$266M
Discretionary$254M
Non-Disc.$12M
Employees9
Clients0
DateMar 2019
Total AUM$266M
Discretionary$254M
Non-Disc.$12M
Employees9
Clients0
DateMar 2019
Total AUM$266M
Discretionary$254M
Non-Disc.$12M
Employees9
Clients0
DateJul 2018
Total AUM$315M
Discretionary$303M
Non-Disc.$12M
Employees6
Clients0
DateMay 2018
Total AUM$315M
Discretionary$303M
Non-Disc.$12M
Employees6
Clients0
DateMar 2018
Total AUM$315M
Discretionary$303M
Non-Disc.$12M
Employees6
Clients0
DateAug 2017
Total AUM$262.2M
Discretionary$241.6M
Non-Disc.$20.6M
Employees6
Clients400
DateMay 2017
Total AUM$262.2M
Discretionary$241.6M
Non-Disc.$20.6M
Employees6
Clients400
DateFeb 2017
Total AUM$262.2M
Discretionary$241.6M
Non-Disc.$20.6M
Employees6
Clients400
DateFeb 2016
Total AUM$205.3M
Discretionary$178.7M
Non-Disc.$26.6M
Employees6
Clients350
DateAug 2015
Total AUM$210.5M
Discretionary$183.6M
Non-Disc.$26.9M
Employees6
Clients426
DateJan 2015
Total AUM$271M
Discretionary$249.6M
Non-Disc.$21.4M
Employees8
Clients426
DateApr 2014
Total AUM$235.3M
Discretionary$212M
Non-Disc.$23.3M
Employees6
Clients325
DateJan 2014
Total AUM$235.3M
Discretionary$212M
Non-Disc.$23.3M
Employees6
Clients325
DateSep 2013
Total AUM$192.5M
Discretionary$173.7M
Non-Disc.$18.9M
Employees6
Clients300
DateJan 2013
Total AUM$192.5M
Discretionary$173.7M
Non-Disc.$18.9M
Employees6
Clients300
DateJun 2012
Total AUM$163.9M
Discretionary$137.8M
Non-Disc.$26.2M
Employees1
Clients300
DateFeb 2012
Total AUM$163.9M
Discretionary$137.8M
Non-Disc.$26.2M
Employees1
Clients300
DateJan 2011
Total AUM$169M
Discretionary$143.2M
Non-Disc.$25.8M
Employees5
Clients--
DateMar 2009
Total AUM$154.8M
Discretionary$82.8M
Non-Disc.$72M
Employees10
Clients--
DateMar 2007
Total AUM$165.2M
Discretionary$78.6M
Non-Disc.$86.7M
Employees10
Clients--
DateMar 2006
Total AUM$160.2M
Discretionary$72.9M
Non-Disc.$87.3M
Employees10
Clients--