# Legacy Finance Group

Legacy Finance Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://legacyfinance.org

## Regulatory record

- **CRD number:** 339526
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339526

## About

Legacy Finance Group LLC is a state-registered investment adviser. The firm manages approximately $752,517 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Legacy Finance Group?

The firm does not publicly identify its investment committee, CIO, or managing principals. In single-family offices structured as LLCs, decision-making authority often resides with a family council, a designated family member, or an external outsourced CIO. Without disclosure, the allocation of investment authority is not publicly known.

### What is the firm's known posture on co-investments alongside external GPs?

No co-investment activity has been publicly attributed to Legacy Finance Group. Many single-family offices in the United States do participate as limited partners in blind-pool funds and selectively co-invest alongside managers, but without deal-level transparency, the firm's co-investment appetite cannot be confirmed.

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

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