LEGACY CHIEF FINANCIAL OFFICE, LLC

Overview

Legacy Chief Financial Office, LLC is an independent registered investment adviser focused on fee-based financial planning and discretionary portfolio management for individual and family clients, plus a subset of small-business relationships. The firm operates under a blended fee model—charging a percentage of assets under management and hourly fees for planning or advisory work. Filings show the practice is not positioned as a capital allocator or pension consultant and does not identify itself as an active ESG investor. Investment activity centers on pooled public funds and mutual funds as the primary vehicles for client exposure. Portfolios appear to be managed largely on a discretionary basis, with the adviser retaining latitude to implement model-driven or fund-based allocations across equity and fixed-income sleeves. The firm reports a client base concentrated in higher-net-worth households rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices