Financial Legacy Management, Nc.
Financial Legacy Management, Nc. is an SEC-registered mass-market adviser in Little Rock, AR with $155.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Financial Legacy Management, Nc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136348, SEC 801-131149, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $155.0M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Location
- Little Rock, AR
- Employees
- 2
- Clients
- 350
- CRD
- 136348
- Ownership
- KELLEY, JOHN, WAYNE; ROGERS, ALVIN
How much AUM does Financial Legacy Management, Nc. have?
Financial Legacy Management, Nc. reported $155.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Financial Legacy Management, Nc.?
Disclosed owners and executives of Financial Legacy Management, Nc. include KELLEY, JOHN, WAYNE, ROGERS, ALVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.