The Legacy Financial Group, Inc.
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 135059
- Registered since
- April 4, 2005
- Website
- legacyadvisor.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.04%
- Individuals10.53%
- Charitable Organizations0.28%
- Pension & Profit Sharing Plans0.13%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Legacy Financial Group, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2005. The firm serves individual and family clients and combines advisory services with insurance brokerage. Its client work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged as a percentage of assets under management and through fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- Private Funds3%
Owners & executives
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 8
Kevin King
Founding PartnerCRD 4498340
Keegan King
Financial AnalystCRD 7147066
James Killingsworth
Managing Partner and Senior AdvisorCRD 6054998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$384M in ETFs
21%
$80.4M
79%
$304M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $50M | 390,059 | 12.99% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 1425 E 41st Pl
- Time zone
- CT (UTC-6)
- Office locations
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