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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BRANUM, LAURA, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Kuhnhein, Robert, Justin | I | DIRECTOR OF INVESTMENTS | NA | Control |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| SCHAU, ADRIAN, MICHAEL | I | DIRECTOR OF INVESTMENTS | NA | |
| LUCAS, PETER, TRENT | I | MANAGING PRINCIPAL | C | Control |
| LUCAS, PETER, TRENT | I | MANAGING PRINCIPAL | C | Control |
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| MAISEL, MICHAEL, JOSEPH | I | MANAGING PRINCIPAL | C | Control |
| MAISEL, MICHAEL, JOSEPH | I | MANAGING PRINCIPAL | C | Control |
| MAISEL, MICHAEL, JOSEPH | I | MANAGING PRINCIPAL | C | Control |
| MAISEL, MICHAEL, JOSEPH | I | CEO AND MANAGING PRINCIPAL | C | Control |
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| SARTORI, PAUL, ANTHONY | I | MANAGING PRINCIPAL | C | Control |
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| SARTORI, PAUL, ANTHONY | I | MANAGING PRINCIPAL | C | Control |
| ZAPP, BRADLEY, ROBERT | I | CEO, MANAGING PRINCIPAL | C | Control |
| ZAPP, BRADLEY, ROBERT | I | CEO, MANAGING PRINCIPAL | C | Control |
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| ZAPP, BRADLEY, ROBERT | I | CEO, MANAGING PRINCIPAL | C | Control |
| ZAPP, BRADLEY, ROBERT | I | MANAGING PRINCIPAL | C | Control |
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| ZAPP, BRADLEY, ROBERT | I | MANAGING PRINCIPAL | C | Control |
| ZAPP, BRADLEY, ROBERT | I | CEO, MANAGING PRINCIPAL | C | Control |
| ZAPP, BRADLEY, ROBERT | I | MANAGING PRINCIPAL | C | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (28)
AL AZ CA CO DC FL GA ID IL IN KY MA MI MS MT NC NE NH NM NY OH OR PA SC TN TX VA WI
Address
117 EAST FOURTH STREETCOVINGTON, KY 41011
United States
Phone: 859-655-5225