Legacy Trust Advisors LLC

Overview

Legacy Trust Advisors LLC is a small, individually owned limited liability advisory firm that provides fee-based portfolio management primarily to individuals, families and select institutional clients. The firm charges a percentage-of-AUM advisory fee and lists portfolio management for individuals and small businesses as its core advisory activity. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or related-adviser roles. The firm reports industry affiliations that include an insurance company, a real estate broker, and acting as a sponsor of limited partnerships (excluding pooled investment vehicles). Those affiliations indicate the firm engages with insurance and real estate channels and has some involvement with sponsored LP structures, although precise deal activity or product shelf details are not provided.

Assets & Accounts

Public Holdings

Investments & Alternatives