Legacy Financial, Inc.
https://legacy360fwm.com
(possible website — auto-inferred, not verified)
Filings
2
Original notices
2
Amendments
0
Activity
May 27, 2025
through May 27, 2025
through May 27, 2025
Offering amounts describe securities offered; amounts sold are issuer-reported as of each filing. Amendments can repeat earlier amounts. We do not add these figures into a capital-raised total. Missing amounts are not zero. Data coverage and methodology · How to interpret the amounts.
Latest available filing snapshot
- Reported offering amount
- $20,000,000
- Reported amount sold
- $20,000,000
This is one filing's disclosure, not the issuer's lifetime fundraising or current offering status.
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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0001812454-25-000003D · May 27, 2025 · Other Banking and Financial ServicesOffering: $20,000,000Sold: $20,000,000
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0001812454-25-000002D · May 27, 2025 · Other Banking and Financial ServicesOffering: $20,000,000Sold: $20,000,000