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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCOTT, DOUGLAS, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | E | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | D | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | D | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLOUD, RANDALL, JOE | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY/TREASURER AND SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| KING, KEVIN, KYLE | I | PRESIDENT AND SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| MAXWELL, JEFFREY, LYLE | I | SHAREHOLDER | C | Control |
| BRYAN, TERRY, LEE | I | SHAREHOLDER | B | Control |
| BRYAN, TERRY, LEE | I | SHAREHOLDER | B | Control |
| BRYAN, TERRY, LEE | I | SHAREHOLDER | B | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY | B | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY | B | Control |
| CLOUD, RANDALL, JOE | I | SECRETARY | B | Control |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KILLWORTH STRATEGIC CAPITAL, LLC | DE | OWNER | B | |
| KING, KENDALL, WAYNE | I | SHAREHOLDER | B | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | B | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | B | Control |
| KING, KEVIN, KYLE | I | SHAREHOLDER | B | Control |
| LITTLE, HARVEY, LEWIS | I | SHAREHOLDER | B | Control |
| LITTLE, HARVEY, LEWIS | I | SHAREHOLDER | B | Control |
| LITTLE, HARVEY, LEWIS | I | SHAREHOLDER | B | Control |
| LITTLETON, JIM, WILEY | I | SHAREHOLDER | B | Control |
| LITTLETON, JIM, WILEY | I | SHAREHOLDER | B | Control |
| SPRINGER, MARK, LEONARD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | B | Control |
| SPRINGER, MARK, LEONARD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | B | Control |
| SPRINGER, MARK, LEONARD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | B | Control |
| STITT, WILLIAM, PAUL | I | SHAREHOLDER | B | Control |
| STITT, WILLIAM, PAUL | I | SHAREHOLDER | B | Control |
| STITT, WILLIAM, PAUL | I | SHAREHOLDER | B | Control |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A | |
| EP JOHNSON HOLDINGS LLC | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| Johnson, Elissa, kay fagin | I | EP JOHNSON HOLDINGS LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
| KILLINGSWORTH, JAMES, BRAY | I | KILLWORTH STRATEGIC CAPITAL, LLC | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (7)
AR CA KS MO NE OK TX
Address
1425 E. 41ST PLACESUITE 100
TULSA, OK 74105
United States
Phone: 918-665-0826