THE LEGACY FINANCIAL GROUP, INC.
SEC file number 801-64293
· TULSA, OK
https://legacy.com ↗
(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
$419.6M
Discretionary AUM
$417.3M
Employees
8
Clients
1
Firm
- Address
- 1425 E. 41ST PLACE
TULSA, OK 74105 - Phone
- —
- Website
- https://legacy.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Legacy Financial, Inc. High name-match confidence · CIK 1812454 · KS
- LIT Financial Corporation, Inc. Medium name-match confidence · CIK 2090234 · MI
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Financial Agency Group Medium name-match confidence · CIK 2014151 · FL
- Financial Agency LLC Medium name-match confidence · CIK 2112610 · WY
- Lizton Financial Corp Medium name-match confidence · CIK 2144080 · IN
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
- ENB Financial Corp Medium name-match confidence · CIK 1437479 · PA
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
- IMA Financial Group, Inc. Medium name-match confidence · CIK 1673769 · KS
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IMA Financial Group, Inc. · D · Sep 14, 2026$1.7M
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Lizton Financial Corp · D · Jul 9, 2026$25M
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IMA Financial Group, Inc. · D · May 12, 2026$4.1M
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HBT Financial, Inc. · D · Apr 9, 2026$85M
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BNH Financial · D · Apr 3, 2026$40M
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LIT Financial Corporation, Inc. · D · Mar 18, 2026$2.5M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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Financial Agency LLC · D · Feb 20, 2026$100M
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IMA Financial Group, Inc. · D · Jan 30, 2026$1.2M
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IMA Financial Group, Inc. · D · Jan 30, 2026$4.2M
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IMA Financial Group, Inc. · D · Jan 29, 2026$86.9M
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W FINANCIAL FUND, LP · D · Jan 23, 2026
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ENB Financial Corp · D · Dec 22, 2025$42.5M
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LIT Financial Corporation, Inc. · D · Nov 10, 2025$10M
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LIT Financial Corporation, Inc. · D · Nov 3, 2025$4M
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Financial Agency Group · D · Sep 18, 2025$10M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Financial Agency Group · D · Jul 7, 2025$10M
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Financial Agency Group · D · Jul 7, 2025$10M
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Legacy Financial, Inc. · D · May 27, 2025$20M
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Legacy Financial, Inc. · D · May 27, 2025$20M
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Financial Agency Group · D · May 12, 2025$10M
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Financial Agency Group · D · May 12, 2025$10M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D · Jan 29, 2025