LEGACY GROUP

Overview

Legacy Group operates as a small, independent registered investment adviser organized as a sole proprietorship serving individual and family clients. The firm combines fee-based financial planning and portfolio management for individuals and small businesses with insurance brokerage services and the selection of third-party advisers. Legacy Group functions as a capital allocator for its clients, favoring equity exposure delivered through exchange-traded instruments and separately managed account (SMA) structures. Portfolios are managed on a primarily non-discretionary basis, which implies the adviser provides recommendations and implements strategies with client approval rather than unilateral trading authority. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices