LEGACY FINANCIAL STRATEGIES, LLC
CRD #283553 SEC #801-107930 OVERLAND PARK, KS 913-403-0600
SEC Registered
Total AUM
$806.1M
Discretionary
$800.6M
Employees
16
Clients
251
Accounts
2,014
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $806.1M | $800.6M | $5.5M | 16 | 9 |
| Mar 2025 | $806.1M | $800.6M | $5.5M | 16 | 9 |
| Feb 2025 | $806.1M | $800.6M | $5.5M | 16 | 9 |
| Nov 2024 | $645.6M | $561M | $84.6M | 14 | 10 |
| Jun 2024 | $645.6M | $561M | $84.6M | 14 | 10 |
| Mar 2024 | $645.6M | $561M | $84.6M | 14 | 10 |
| Nov 2023 | $508.7M | $430.6M | $78.1M | 12 | 10 |
| Jan 2023 | $508.7M | $430.6M | $78.1M | 12 | 10 |
| Mar 2022 | $527.4M | $408.4M | $119M | 11 | 38 |
| Dec 2021 | $429.1M | $347.6M | $81.5M | 13 | 5 |
| Dec 2021 | $429.1M | $347.6M | $81.5M | 13 | 5 |
| Aug 2021 | $429.1M | $347.6M | $81.5M | 13 | 5 |
| Jun 2021 | $429.1M | $347.6M | $81.5M | 13 | 5 |
| Mar 2021 | $429.1M | $347.6M | $81.5M | 13 | 5 |
| Mar 2021 | $429.1M | $347.6M | $81.5M | 13 | 5 |
| Jul 2020 | $354.3M | $284.8M | $69.5M | 11 | 15 |
| Jun 2020 | $354.3M | $284.8M | $69.5M | 11 | 15 |
| Mar 2020 | $354.3M | $284.8M | $69.5M | 11 | 15 |
| Dec 2019 | $271.3M | $202.2M | $69.2M | 10 | 10 |
| Aug 2019 | $271.3M | $202.2M | $69.2M | 10 | 10 |
| May 2019 | $271.3M | $202.2M | $69.2M | 10 | 10 |
| Mar 2019 | $271.3M | $202.2M | $69.2M | 10 | 10 |
| Sep 2018 | $234.6M | $225M | $9.6M | 11 | 0 |
| Aug 2018 | $377M | $266.5M | $110.4M | 11 | 0 |
| May 2018 | $377M | $266.5M | $110.4M | 13 | 0 |
| Mar 2018 | $377M | $266.5M | $110.4M | 13 | 0 |
| Jan 2018 | $195.9M | $157.2M | $38.7M | 14 | 0 |
| Nov 2017 | $195.9M | $157.2M | $38.7M | 14 | 0 |
| Nov 2017 | $195.9M | $157.2M | $38.7M | 14 | 0 |
| Sep 2017 | $195.9M | $157.2M | $38.7M | 14 | 600 |
| May 2017 | $195.9M | $157.2M | $38.7M | 13 | 600 |
| Apr 2017 | $195.9M | $157.2M | $38.7M | 13 | 600 |
| Mar 2017 | $195.9M | $157.2M | $38.7M | 11 | 600 |
| Feb 2017 | $137.5M | $101.5M | $36.1M | 11 | 400 |
| Dec 2016 | $137.5M | $101.5M | $36.1M | 11 | 400 |
| Oct 2016 | $137.5M | $101.5M | $36.1M | 11 | 400 |
| Aug 2016 | $44.3M | $12.6M | $31.6M | 11 | 400 |
| May 2016 | $44.3M | $12.6M | $31.6M | 11 | 400 |
DateMar 2025
Total AUM$806.1M
Discretionary$800.6M
Non-Disc.$5.5M
Employees16
Clients9
DateMar 2025
Total AUM$806.1M
Discretionary$800.6M
Non-Disc.$5.5M
Employees16
Clients9
DateFeb 2025
Total AUM$806.1M
Discretionary$800.6M
Non-Disc.$5.5M
Employees16
Clients9
DateNov 2024
Total AUM$645.6M
Discretionary$561M
Non-Disc.$84.6M
Employees14
Clients10
DateJun 2024
Total AUM$645.6M
Discretionary$561M
Non-Disc.$84.6M
Employees14
Clients10
DateMar 2024
Total AUM$645.6M
Discretionary$561M
Non-Disc.$84.6M
Employees14
Clients10
DateNov 2023
Total AUM$508.7M
Discretionary$430.6M
Non-Disc.$78.1M
Employees12
Clients10
DateJan 2023
Total AUM$508.7M
Discretionary$430.6M
Non-Disc.$78.1M
Employees12
Clients10
DateMar 2022
Total AUM$527.4M
Discretionary$408.4M
Non-Disc.$119M
Employees11
Clients38
DateDec 2021
Total AUM$429.1M
Discretionary$347.6M
Non-Disc.$81.5M
Employees13
Clients5
DateDec 2021
Total AUM$429.1M
Discretionary$347.6M
Non-Disc.$81.5M
Employees13
Clients5
DateAug 2021
Total AUM$429.1M
Discretionary$347.6M
Non-Disc.$81.5M
Employees13
Clients5
DateJun 2021
Total AUM$429.1M
Discretionary$347.6M
Non-Disc.$81.5M
Employees13
Clients5
DateMar 2021
Total AUM$429.1M
Discretionary$347.6M
Non-Disc.$81.5M
Employees13
Clients5
DateMar 2021
Total AUM$429.1M
Discretionary$347.6M
Non-Disc.$81.5M
Employees13
Clients5
DateJul 2020
Total AUM$354.3M
Discretionary$284.8M
Non-Disc.$69.5M
Employees11
Clients15
DateJun 2020
Total AUM$354.3M
Discretionary$284.8M
Non-Disc.$69.5M
Employees11
Clients15
DateMar 2020
Total AUM$354.3M
Discretionary$284.8M
Non-Disc.$69.5M
Employees11
Clients15
DateDec 2019
Total AUM$271.3M
Discretionary$202.2M
Non-Disc.$69.2M
Employees10
Clients10
DateAug 2019
Total AUM$271.3M
Discretionary$202.2M
Non-Disc.$69.2M
Employees10
Clients10
DateMay 2019
Total AUM$271.3M
Discretionary$202.2M
Non-Disc.$69.2M
Employees10
Clients10
DateMar 2019
Total AUM$271.3M
Discretionary$202.2M
Non-Disc.$69.2M
Employees10
Clients10
DateSep 2018
Total AUM$234.6M
Discretionary$225M
Non-Disc.$9.6M
Employees11
Clients0
DateAug 2018
Total AUM$377M
Discretionary$266.5M
Non-Disc.$110.4M
Employees11
Clients0
DateMay 2018
Total AUM$377M
Discretionary$266.5M
Non-Disc.$110.4M
Employees13
Clients0
DateMar 2018
Total AUM$377M
Discretionary$266.5M
Non-Disc.$110.4M
Employees13
Clients0
DateJan 2018
Total AUM$195.9M
Discretionary$157.2M
Non-Disc.$38.7M
Employees14
Clients0
DateNov 2017
Total AUM$195.9M
Discretionary$157.2M
Non-Disc.$38.7M
Employees14
Clients0
DateNov 2017
Total AUM$195.9M
Discretionary$157.2M
Non-Disc.$38.7M
Employees14
Clients0
DateSep 2017
Total AUM$195.9M
Discretionary$157.2M
Non-Disc.$38.7M
Employees14
Clients600
DateMay 2017
Total AUM$195.9M
Discretionary$157.2M
Non-Disc.$38.7M
Employees13
Clients600
DateApr 2017
Total AUM$195.9M
Discretionary$157.2M
Non-Disc.$38.7M
Employees13
Clients600
DateMar 2017
Total AUM$195.9M
Discretionary$157.2M
Non-Disc.$38.7M
Employees11
Clients600
DateFeb 2017
Total AUM$137.5M
Discretionary$101.5M
Non-Disc.$36.1M
Employees11
Clients400
DateDec 2016
Total AUM$137.5M
Discretionary$101.5M
Non-Disc.$36.1M
Employees11
Clients400
DateOct 2016
Total AUM$137.5M
Discretionary$101.5M
Non-Disc.$36.1M
Employees11
Clients400
DateAug 2016
Total AUM$44.3M
Discretionary$12.6M
Non-Disc.$31.6M
Employees11
Clients400
DateMay 2016
Total AUM$44.3M
Discretionary$12.6M
Non-Disc.$31.6M
Employees11
Clients400