Legacy Financial Independent Advisors LLC
Legacy Financial Independent Advisors LLC is an SEC-registered mass-market adviser in Louisville, KY with $484.0M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Legacy Financial Independent Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324258, SEC 801-127031, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $484.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 8
- Clients
- 749
- CRD
- 324258
- Ownership
- MCCREA, BRUCE, EDWARD; MCCREA, CHRISTOPHER, ROBERT; MCCREA, BRYAN, SEAN; FALKNER, THOMAS, CLIFFORD; WINN, CHRISTOPHER, EDWARD
How much AUM does Legacy Financial Independent Advisors LLC have?
Legacy Financial Independent Advisors LLC reported $484.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Legacy Financial Independent Advisors LLC?
Disclosed owners and executives of Legacy Financial Independent Advisors LLC include MCCREA, BRUCE, EDWARD, MCCREA, CHRISTOPHER, ROBERT, MCCREA, BRYAN, SEAN, FALKNER, THOMAS, CLIFFORD, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.