LEGACY FINANCIAL STRATEGIES, LLC

SEC file number 801-100471 · OVERLAND PARK, KS

https://legacystrategiesltd.co.uk ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$162M

Discretionary AUM

$133.2M

Employees

Clients

400

Firm

Address: 4060 INDIAN CREEK PARKWAY
OVERLAND PARK, KS 66207
Phone: —
Website: https://legacystrategiesltd.co.uk
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

Possible Form D name matches (not verified)

Legacy Financial, Inc. High name-match confidence · CIK 1812454 · KS
EJF Financial Debt Strategies Fund LP Medium name-match confidence · CIK 2014766 · VA
Financial Edge Strategic Fund, L.P. Medium name-match confidence · CIK 1459175 · FL
Stratus Financial LLC Medium name-match confidence · CIK 2041144 · CA
BASSWOOD STRATEGIC FINANCIAL FUND, L.P. Medium name-match confidence · CIK 1878244 · NY
EJF Financial Debt Strategies Offshore Fund LP Medium name-match confidence · CIK 2014759 · VA
Legion Strategies, Ltd. Medium name-match confidence · CIK 1547953 · NY

Legion Strategies, Ltd. · D/A · Apr 7, 2026
EJF Financial Debt Strategies Offshore Fund LP · D/A · Mar 12, 2026
EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2026
Financial Edge Strategic Fund, L.P. · D/A · Mar 10, 2026
BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2026
Legacy Financial, Inc. · D/A · May 27, 2025

$20M
Legacy Financial, Inc. · D · May 27, 2025

$20M
Legion Strategies, Ltd. · D/A · Apr 7, 2025
Financial Edge Strategic Fund, L.P. · D/A · Mar 13, 2025
EJF Financial Debt Strategies Offshore Fund LP · D/A · Mar 12, 2025
EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2025
Stratus Financial LLC · D · Feb 10, 2025

$100M
BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2025