LEGACY KNIGHT MFO, LLC

RIASEC RegisteredEst. 2021

Total AUM

$2.8B

Discretionary

$942M

33% of AUM

Avg account

$53.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 305927
Registered since: June 30, 2021
Website: legacyknight.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI66.9%
Pooled Investment Vehicles33.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Legacy Knight Mfo, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as a limited liability company. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals/small businesses, oversight of pooled investment vehicles, and selection of third-party advisers. Its fee structure includes asset-based fees, fixed fees, and performance-based arrangements. Legacy Knight is not an active ESG investor and does not describe itself as a multi-state or pension consultant adviser. The firm was named to Citywire’s "50 Growers Across America" list in 2024.