Legacy Financial Independent Advisors LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 324258
- Registered since
- March 15, 2023
- Website
- www.legacyfia.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.12%
- Individuals27.88%
- Corporations / Businesses0.8%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Financial Independent Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owner-managed and serves both individual/family and institutional clients. Core services cited on regulatory filings are financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Legacy reports that it is not an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Exchange Traded Equities26%
- Investment Grade Corp Bonds20%
- Other11%
- Cash & Cash Equivalents3%
Contacts
3 of 6
Bryan Mccrea
PartnerCRD 5830009
Christopher Mccrea
Partner, Financial AdvisorCRD 5830477
Bruce Mccrea
PartnerCRD 874087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$63.1M in ETFs
42%
$26.4M
23%
$36.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $12.8M | 246,815 | 20.30% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 100 Mallard Creek Rd
- Time zone
- CT (UTC-6)
- Office locations
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