Legacy Builders Financial, LLC

Overview

Legacy Builders Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning and portfolio management primarily for individuals, families and small-business owners. Its advisory model uses a mix of percentage-of-AUM and fixed fees and the firm operates as a single-office practice focused on discretionary management. Investment activity is concentrated in pooled public vehicles — public funds and mutual funds make up the majority of managed assets — with a supplemental allocation to real estate through third‑party managers. Legacy Builders Financial does not position itself as an ESG specialist, and it reports no multi‑state adviser activity or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices