ACADIA LEGACY GROUP

Overview

Acadia Legacy Group is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm focuses on serving individuals and families, offering financial planning and portfolio management for both personal and small business/institutional clients. Its advisory model is predominantly discretionary: all reported assets are managed on a discretionary basis and the firm charges a mix of percentage-of-AUM, hourly and fixed fees. Investment strategy centers on publicly available pooled vehicles rather than concentrated individual-stock portfolios. Mutual funds and other public funds make up the bulk of assets under management, and the firm also lists allocations to digital currency through third-party alternative managers. Acadia Legacy Group is not designated as an active ESG investor and it does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices