LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
CRD #324258 SEC #801-127031 LOUISVILLE, KY (502) 873-0522
SEC Registered
Total AUM
$450.6M
Discretionary
$450.6M
Employees
8
Clients
251
Accounts
2,503
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $450.6M | $450.6M | $0 | 8 | 0 |
| Mar 2025 | $450.6M | $450.6M | $0 | 8 | 0 |
| Feb 2025 | $428.4M | $428.4M | $0 | 9 | 0 |
| Mar 2024 | $428.4M | $428.4M | $0 | 9 | 0 |
| Nov 2023 | $306.5M | $306.5M | $0 | 9 | 0 |
| Apr 2023 | $306.5M | $306.5M | $0 | 9 | 0 |
| Mar 2023 | $306.5M | $306.5M | $0 | 9 | 0 |
| Jan 2023 | $0 | $0 | $0 | 8 | 0 |
| Jan 2023 | $0 | $0 | $0 | 8 | 0 |
| Nov 2022 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$450.6M
Discretionary$450.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$450.6M
Discretionary$450.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$428.4M
Discretionary$428.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$428.4M
Discretionary$428.4M
Non-Disc.$0
Employees9
Clients0
DateNov 2023
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0