LEGACY ADVISORY GROUP LLC
SEC file number 801-67177
· OVERLAND PARK, KS
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
$103M
Discretionary AUM
$27M
Employees
4
Clients
—
Firm
- Address
- 7111 W. 98TH TERRACE
OVERLAND PARK, KS 66212 - 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 2, 2026
Possible Form D name matches (not verified)
- Advisory List, Inc. Medium name-match confidence · CIK 2158657 · CA
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
-
Advisory List, Inc. · D · Oct 14, 2026$260K
-
SB Advisory Partners LLC · D · Feb 19, 2026$8M