LEGACY FINANCIAL ADVISORS, INC.
CRD #158675 SEC #801-72637 COVINGTON, KY 859-655-5225
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
21
Clients
251
Accounts
3,515
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 21 | 0 |
| Sep 2024 | $1.1B | $1.1B | $0 | 17 | 0 |
| Jun 2024 | $1.1B | $1.1B | $0 | 17 | 0 |
| May 2024 | $1.1B | $1.1B | $0 | 17 | 0 |
| Apr 2024 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 17 | 0 |
| Nov 2023 | $987.6M | $987.6M | $0 | 20 | 0 |
| Oct 2023 | $987.6M | $987.6M | $0 | 20 | 0 |
| Jun 2023 | $987.6M | $987.6M | $0 | 20 | 0 |
| Feb 2023 | $987.6M | $987.6M | $0 | 20 | 0 |
| Mar 2022 | $914.7M | $914.7M | $0 | 20 | 281 |
| Jun 2021 | $764.6M | $764.6M | $0 | 20 | 0 |
| Mar 2021 | $764.6M | $764.6M | $0 | 20 | 0 |
| Nov 2020 | $679.1M | $679.1M | $0 | 18 | 0 |
| Jun 2020 | $679.1M | $679.1M | $0 | 18 | 0 |
| Jun 2020 | $679.1M | $679.1M | $0 | 18 | 0 |
| Feb 2020 | $679.1M | $679.1M | $0 | 18 | 0 |
| Sep 2019 | $581.4M | $581.4M | $0 | 16 | 0 |
| Mar 2019 | $581.4M | $581.4M | $0 | 16 | 0 |
| Oct 2018 | $551.3M | $551.3M | $0 | 15 | 0 |
| Jun 2018 | $551.3M | $551.3M | $0 | 15 | 0 |
| Feb 2018 | $551.3M | $551.3M | $0 | 15 | 0 |
| Mar 2017 | $466.5M | $423.9M | $42.6M | 16 | 600 |
| Mar 2016 | $384.3M | $380.9M | $3.4M | 16 | 600 |
| May 2015 | $319.5M | $297.8M | $21.7M | 15 | 595 |
| Jan 2015 | $319.5M | $297.8M | $21.7M | 15 | 595 |
| Sep 2014 | $286.7M | $255.6M | $31.1M | 18 | 576 |
| May 2014 | $286.7M | $255.6M | $31.1M | 18 | 576 |
| Mar 2014 | $286.7M | $255.6M | $31.1M | 18 | 576 |
| Nov 2013 | $231.3M | $221.9M | $9.4M | 14 | 500 |
| Apr 2013 | $231.3M | $221.9M | $9.4M | 14 | 500 |
| Mar 2013 | $231.3M | $221.9M | $9.4M | 14 | 500 |
| Dec 2012 | $354.8M | $312.6M | $42.2M | 16 | 0 |
| Jan 2012 | $354.8M | $312.6M | $42.2M | 11 | 0 |
| Nov 2011 | $306.8M | $242.7M | $64.2M | 11 | 0 |
| Aug 2011 | $0 | $0 | $0 | -- | -- |
| Jul 2011 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateNov 2023
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees20
Clients0
DateOct 2023
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees20
Clients0
DateJun 2023
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees20
Clients0
DateFeb 2023
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$914.7M
Discretionary$914.7M
Non-Disc.$0
Employees20
Clients281
DateJun 2021
Total AUM$764.6M
Discretionary$764.6M
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$764.6M
Discretionary$764.6M
Non-Disc.$0
Employees20
Clients0
DateNov 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees18
Clients0
DateFeb 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees18
Clients0
DateSep 2019
Total AUM$581.4M
Discretionary$581.4M
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$581.4M
Discretionary$581.4M
Non-Disc.$0
Employees16
Clients0
DateOct 2018
Total AUM$551.3M
Discretionary$551.3M
Non-Disc.$0
Employees15
Clients0
DateJun 2018
Total AUM$551.3M
Discretionary$551.3M
Non-Disc.$0
Employees15
Clients0
DateFeb 2018
Total AUM$551.3M
Discretionary$551.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$466.5M
Discretionary$423.9M
Non-Disc.$42.6M
Employees16
Clients600
DateMar 2016
Total AUM$384.3M
Discretionary$380.9M
Non-Disc.$3.4M
Employees16
Clients600
DateMay 2015
Total AUM$319.5M
Discretionary$297.8M
Non-Disc.$21.7M
Employees15
Clients595
DateJan 2015
Total AUM$319.5M
Discretionary$297.8M
Non-Disc.$21.7M
Employees15
Clients595
DateSep 2014
Total AUM$286.7M
Discretionary$255.6M
Non-Disc.$31.1M
Employees18
Clients576
DateMay 2014
Total AUM$286.7M
Discretionary$255.6M
Non-Disc.$31.1M
Employees18
Clients576
DateMar 2014
Total AUM$286.7M
Discretionary$255.6M
Non-Disc.$31.1M
Employees18
Clients576
DateNov 2013
Total AUM$231.3M
Discretionary$221.9M
Non-Disc.$9.4M
Employees14
Clients500
DateApr 2013
Total AUM$231.3M
Discretionary$221.9M
Non-Disc.$9.4M
Employees14
Clients500
DateMar 2013
Total AUM$231.3M
Discretionary$221.9M
Non-Disc.$9.4M
Employees14
Clients500
DateDec 2012
Total AUM$354.8M
Discretionary$312.6M
Non-Disc.$42.2M
Employees16
Clients0
DateJan 2012
Total AUM$354.8M
Discretionary$312.6M
Non-Disc.$42.2M
Employees11
Clients0
DateNov 2011
Total AUM$306.8M
Discretionary$242.7M
Non-Disc.$64.2M
Employees11
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--