Legacy Financial, Inc.
Filings
2
Total offered
$40M
Total sold
$40M
Activity
2025-05-27
through 2025-05-27
through 2025-05-27
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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LEGACY FINANCIAL GROUP, LLC
high CRD 801-60680
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THE LEGACY FINANCIAL GROUP, INC.
high CRD 801-64293
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LEGACY FINANCIAL ADVISORS CORPORATION
high CRD 801-62026
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LEGACY FINANCIAL ADVISORS, INC.
high CRD 801-72637
Form D filings (2)
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0001812454-25-000002D · 2025-05-27 · Other Banking and Financial ServicesOffering: $20,000,000Sold: $20,000,000
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0001812454-25-000003D · 2025-05-27 · Other Banking and Financial ServicesOffering: $20,000,000Sold: $20,000,000