Tanglewood Legacy Advisors, LLC

RIASEC Registered
Total AUM
$809M
Discretionary
$780M
96% of AUM
Avg account
$1.4M
Accounts
563
Employees
9
Advisory reps
5

Firm details

Headquarters
Houston, Texas
CRD number
127289
Registered since
May 18, 2016
Website
family-cfo.com
Custodians
LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.26%
  • Pension & Profit Sharing Plans3.64%
  • Corporations / Businesses3.47%
  • Charitable Organizations1.37%
  • Individuals1.25%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tanglewood Legacy Advisors, LLC is an independent, individually owned RIA registered with the SEC in 2016. It serves individuals, families, and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fees may be based on assets under management, hourly charges, or fixed fees. The firm identifies as an active ESG investor and a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Other 8%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%85%
  • Public Funds/Mutual Funds85%
  • Other8%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 163

Active vs passive

$323M in ETFs

Passive

74%

$238M

Active

26%

$84.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P US GROWTH ETF (IUSG)BlackRockPassiveLarge Growth$62.7M323,36619.42%
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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1 Riverway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth