RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Kentucky
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RIA VENTURES, LLCDEMANAGING MEMBERE Control
WINN, CHRISTOPHER, EDWARDICHIEF COMPLIANCE OFFICERE Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERC Control
MCCREA, BRUCE, EDWARDIMEMBER/FINANCIAL ADVISORC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMEMBERC Control
MCCREA, BRYAN, SEANIMANAGING MEMBER/CHIEF OPERATING OFFICERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMEMBERC Control
MCCREA, CHRISTOPHER, ROBERTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
FALKNER, THOMAS, CLIFFORDIMEMBERB Control
FALKNER, THOMAS, CLIFFORDIMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WINN, CHRISTOPHER, EDWARDIRIA VENTURES, LLCE Control

Registrations

Federal

IA
Sep 22, 2025 REGISTERED

Notice Filings (14)

CA FL GA IL IN KY LA MA NC OH SC TN TX VA

Address

100 MALLARD CREEK RD
SUITE 402
LOUISVILLE, KY 40207
United States
Phone: (502) 873-0522