Legacy Consulting Group

RIASEC Registered

Total AUM

$379M

Discretionary

$366M

97% of AUM

Avg account

$734K

Accounts

516

Employees

4

Advisory reps

5

Firm details

Headquarters: Plano, Texas
CRD number: 108541
Registered since: April 20, 2000
Website: legacyconsultinggroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI92.06%
Charitable Organizations3.2%
Individuals2.36%
Pension & Profit Sharing Plans1.34%
Corporations / Businesses0.9%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Legacy Consulting Group is an independent RIA organized as an LLC that provides financial planning and portfolio management for individuals, families and small businesses. The firm is registered with the SEC and first registered in 2000. Its client mix includes both individual & family clients and institutional relationships. Compensation is primarily a percentage of AUM, supplemented by hourly charges for certain services. Legacy Consulting Group lists a broker-dealer affiliation among its industry ties and was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities39%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 27

Active vs passive

$286M in ETFs

Passive

28%

$79.7M

Active

62%

$206M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)	JP Morgan	Active	Ultrashort Bond	$30.8M	611,325	10.78%

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Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Collin
Address: 5340 Legacy Dr
Time zone: CT (UTC-6)
Office locations

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