The Legacy Financial Group, Inc.
The Legacy Financial Group, Inc. is an SEC-registered wealth manager in Tulsa, OK with $590.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns The Legacy Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135059, SEC 801-64293, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $590.7M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 9
- Clients
- 317
- CRD
- 135059
- Ownership
- SPRINGER, MARK, LEONARD; BRYAN, TERRY, LEE; STITT, WILLIAM, PAUL; CLOUD, RANDALL, JOE; KING, KENDALL, WAYNE
How much AUM does The Legacy Financial Group, Inc. have?
The Legacy Financial Group, Inc. reported $590.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns The Legacy Financial Group, Inc.?
Disclosed owners and executives of The Legacy Financial Group, Inc. include SPRINGER, MARK, LEONARD, BRYAN, TERRY, LEE, STITT, WILLIAM, PAUL, CLOUD, RANDALL, JOE, KING, KENDALL, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.