LEGACY FINANCIAL ADVISORS, INC.
SEC file number 801-72637
· COVINGTON, KY
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
$1.13B
Discretionary AUM
$1.13B
Employees
17
Clients
—
Firm
- Address
- 117 EAST FOURTH STREET
COVINGTON, KY 41011 - 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
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
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AdvisorNet Financial, Inc · D · Apr 21, 2026
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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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AdvisorNet Financial, Inc · D · Apr 15, 2025