# Legacy Chief Financial Office

Legacy Chief Financial Office is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/legacy-cfo

## Regulatory record

- **CRD number:** 300873
- **SEC file number:** 801-135513
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300873

## About

Legacy Chief Financial Office, LLC is an SEC-registered investment adviser in Shenandoah, TX, registered since 2026. The firm manages $105 million in assets, with $102 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Questions

### Who controls Legacy Chief Financial Office?

No principals or controlling individuals have been publicly identified for Legacy Chief Financial Office LLC. The firm does not appear in public filings or directories that name its leadership. Its ownership and decision-making structure are not known from available sources.

### Where is Legacy Chief Financial Office headquartered?

The firm's physical address or city of operation is not publicly available. Its headquarters location is unknown from any public record.

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Last updated: 2026-07-06T01:24:20.164Z

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