LEGACY FINANCIAL GROUP, LLC
Legal name: LEGACY FINANCIAL GROUP
CRD #154927 SEC #801-79803 DES MOINES, IA 515-255-3306
SEC Registered
Total AUM
$840.4M
Discretionary
$839.1M
Employees
18
Clients
101
Accounts
3,763
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $840.4M | $839.1M | $1.3M | 18 | 0 |
| Aug 2025 | $840.4M | $839.1M | $1.3M | 18 | 0 |
| Mar 2025 | $840.4M | $839.1M | $1.3M | 18 | 0 |
| Mar 2025 | $840.4M | $839.1M | $1.3M | 18 | 0 |
| Feb 2025 | $840.4M | $839.1M | $1.3M | 18 | 0 |
| Dec 2024 | $726.3M | $726.3M | $0 | 18 | 0 |
| Jan 2024 | $726.3M | $726.3M | $0 | 18 | 0 |
| Oct 2023 | $604.6M | $603.3M | $1.3M | 16 | 0 |
| Sep 2023 | $604.6M | $603.3M | $1.3M | 16 | 0 |
| Apr 2023 | $604.6M | $603.3M | $1.3M | 16 | 0 |
| Mar 2023 | $604.6M | $603.3M | $1.3M | 16 | 0 |
| Mar 2023 | $604.6M | $603.3M | $1.3M | 16 | 0 |
| Feb 2023 | $604.6M | $603.3M | $1.3M | 16 | 0 |
| Jan 2023 | $604.6M | $603.3M | $1.3M | 16 | 0 |
| Nov 2022 | $713.1M | $711.7M | $1.4M | 18 | 3 |
| Oct 2022 | $713.1M | $711.7M | $1.4M | 18 | 3 |
| Jun 2022 | $713.1M | $711.7M | $1.4M | 18 | 3 |
| Mar 2022 | $713.1M | $711.7M | $1.4M | 18 | 3 |
| Nov 2021 | $591.6M | $590.2M | $1.4M | 15 | 3 |
| Sep 2021 | $591.6M | $590.2M | $1.4M | 15 | 3 |
| Jul 2021 | $591.6M | $590.2M | $1.4M | 15 | 3 |
| May 2021 | $591.6M | $590.2M | $1.4M | 15 | 3 |
| Feb 2021 | $591.6M | $590.2M | $1.4M | 15 | 3 |
| Nov 2020 | $489M | $487.7M | $1.3M | 11 | 3 |
| Jun 2020 | $489M | $487.7M | $1.3M | 11 | 3 |
| May 2020 | $489M | $487.7M | $1.3M | 11 | 3 |
| Mar 2020 | $489M | $487.7M | $1.3M | 11 | 3 |
| Nov 2019 | $376.9M | $375.7M | $1.2M | 10 | 3 |
| Jun 2019 | $376.9M | $375.7M | $1.2M | 10 | 3 |
| Apr 2019 | $376.9M | $375.7M | $1.2M | 10 | 3 |
| Mar 2019 | $376.9M | $375.7M | $1.2M | 10 | 3 |
| Dec 2018 | $387.4M | $386.2M | $1.2M | 8 | 4 |
| Nov 2018 | $387.4M | $386.2M | $1.2M | 8 | 4 |
| Sep 2018 | $387.4M | $386.2M | $1.2M | 7 | 4 |
| Mar 2018 | $387.4M | $386.2M | $1.2M | 7 | 4 |
| Oct 2017 | $354.3M | $354.3M | $0 | 7 | 1,013 |
| Oct 2017 | $354.3M | $354.3M | $0 | 7 | 1,013 |
| Sep 2017 | $272.3M | $272.3M | $0 | 5 | 951 |
| Jul 2017 | $272.3M | $272.3M | $0 | 5 | 951 |
| May 2017 | $272.3M | $272.3M | $0 | 5 | 951 |
| May 2017 | $272.3M | $272.3M | $0 | 5 | 951 |
| Apr 2017 | $272.3M | $272.3M | $0 | 11 | 951 |
| Mar 2017 | $272.3M | $272.3M | $0 | 11 | 951 |
| Feb 2017 | $272.3M | $272.3M | $0 | 11 | 951 |
| Jan 2017 | $272.3M | $272.3M | $0 | 11 | 951 |
| Jan 2017 | $161M | $161M | $0 | 10 | 600 |
| Nov 2016 | $161M | $161M | $0 | 10 | 600 |
| Sep 2016 | $161M | $161M | $0 | 10 | 600 |
| Sep 2016 | $161M | $161M | $0 | 10 | 600 |
| Jul 2016 | $161M | $161M | $0 | 10 | 600 |
| Feb 2016 | $161M | $161M | $0 | 7 | 600 |
| Feb 2015 | $157.2M | $155.5M | $1.7M | 7 | 600 |
| Aug 2014 | $151.6M | $151.6M | $0 | 7 | 11 |
| Aug 2014 | $151.6M | $151.6M | $0 | 7 | 11 |
| May 2014 | $101.8M | $0 | $101.8M | 7 | 11 |
DateOct 2025
Total AUM$840.4M
Discretionary$839.1M
Non-Disc.$1.3M
Employees18
Clients0
DateAug 2025
Total AUM$840.4M
Discretionary$839.1M
Non-Disc.$1.3M
Employees18
Clients0
DateMar 2025
Total AUM$840.4M
Discretionary$839.1M
Non-Disc.$1.3M
Employees18
Clients0
DateMar 2025
Total AUM$840.4M
Discretionary$839.1M
Non-Disc.$1.3M
Employees18
Clients0
DateFeb 2025
Total AUM$840.4M
Discretionary$839.1M
Non-Disc.$1.3M
Employees18
Clients0
DateDec 2024
Total AUM$726.3M
Discretionary$726.3M
Non-Disc.$0
Employees18
Clients0
DateJan 2024
Total AUM$726.3M
Discretionary$726.3M
Non-Disc.$0
Employees18
Clients0
DateOct 2023
Total AUM$604.6M
Discretionary$603.3M
Non-Disc.$1.3M
Employees16
Clients0
DateSep 2023
Total AUM$604.6M
Discretionary$603.3M
Non-Disc.$1.3M
Employees16
Clients0
DateApr 2023
Total AUM$604.6M
Discretionary$603.3M
Non-Disc.$1.3M
Employees16
Clients0
DateMar 2023
Total AUM$604.6M
Discretionary$603.3M
Non-Disc.$1.3M
Employees16
Clients0
DateMar 2023
Total AUM$604.6M
Discretionary$603.3M
Non-Disc.$1.3M
Employees16
Clients0
DateFeb 2023
Total AUM$604.6M
Discretionary$603.3M
Non-Disc.$1.3M
Employees16
Clients0
DateJan 2023
Total AUM$604.6M
Discretionary$603.3M
Non-Disc.$1.3M
Employees16
Clients0
DateNov 2022
Total AUM$713.1M
Discretionary$711.7M
Non-Disc.$1.4M
Employees18
Clients3
DateOct 2022
Total AUM$713.1M
Discretionary$711.7M
Non-Disc.$1.4M
Employees18
Clients3
DateJun 2022
Total AUM$713.1M
Discretionary$711.7M
Non-Disc.$1.4M
Employees18
Clients3
DateMar 2022
Total AUM$713.1M
Discretionary$711.7M
Non-Disc.$1.4M
Employees18
Clients3
DateNov 2021
Total AUM$591.6M
Discretionary$590.2M
Non-Disc.$1.4M
Employees15
Clients3
DateSep 2021
Total AUM$591.6M
Discretionary$590.2M
Non-Disc.$1.4M
Employees15
Clients3
DateJul 2021
Total AUM$591.6M
Discretionary$590.2M
Non-Disc.$1.4M
Employees15
Clients3
DateMay 2021
Total AUM$591.6M
Discretionary$590.2M
Non-Disc.$1.4M
Employees15
Clients3
DateFeb 2021
Total AUM$591.6M
Discretionary$590.2M
Non-Disc.$1.4M
Employees15
Clients3
DateNov 2020
Total AUM$489M
Discretionary$487.7M
Non-Disc.$1.3M
Employees11
Clients3
DateJun 2020
Total AUM$489M
Discretionary$487.7M
Non-Disc.$1.3M
Employees11
Clients3
DateMay 2020
Total AUM$489M
Discretionary$487.7M
Non-Disc.$1.3M
Employees11
Clients3
DateMar 2020
Total AUM$489M
Discretionary$487.7M
Non-Disc.$1.3M
Employees11
Clients3
DateNov 2019
Total AUM$376.9M
Discretionary$375.7M
Non-Disc.$1.2M
Employees10
Clients3
DateJun 2019
Total AUM$376.9M
Discretionary$375.7M
Non-Disc.$1.2M
Employees10
Clients3
DateApr 2019
Total AUM$376.9M
Discretionary$375.7M
Non-Disc.$1.2M
Employees10
Clients3
DateMar 2019
Total AUM$376.9M
Discretionary$375.7M
Non-Disc.$1.2M
Employees10
Clients3
DateDec 2018
Total AUM$387.4M
Discretionary$386.2M
Non-Disc.$1.2M
Employees8
Clients4
DateNov 2018
Total AUM$387.4M
Discretionary$386.2M
Non-Disc.$1.2M
Employees8
Clients4
DateSep 2018
Total AUM$387.4M
Discretionary$386.2M
Non-Disc.$1.2M
Employees7
Clients4
DateMar 2018
Total AUM$387.4M
Discretionary$386.2M
Non-Disc.$1.2M
Employees7
Clients4
DateOct 2017
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees7
Clients1,013
DateOct 2017
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees7
Clients1,013
DateSep 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees5
Clients951
DateJul 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees5
Clients951
DateMay 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees5
Clients951
DateMay 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees5
Clients951
DateApr 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees11
Clients951
DateMar 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees11
Clients951
DateFeb 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees11
Clients951
DateJan 2017
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees11
Clients951
DateJan 2017
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients600
DateNov 2016
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients600
DateSep 2016
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients600
DateSep 2016
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients600
DateJul 2016
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients600
DateFeb 2016
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees7
Clients600
DateFeb 2015
Total AUM$157.2M
Discretionary$155.5M
Non-Disc.$1.7M
Employees7
Clients600
DateAug 2014
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees7
Clients11
DateAug 2014
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees7
Clients11
DateMay 2014
Total AUM$101.8M
Discretionary$0
Non-Disc.$101.8M
Employees7
Clients11