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Legacy Folios
Legacy Folios is an independent fiduciary Registered Investment Adviser (RIA) in McKinney, Texas for Texas families at every stage of life. It is built...
Overview
Legacy Folios is an independent fiduciary Registered Investment Adviser (RIA) in McKinney, Texas for Texas families at every stage of life. It is built around three partners with complementary backgrounds in global markets, institutional risk management, and personal financial planning. The firm works with families and pre-retirees who think in decades, typically those with at least $500,000 in investable assets, using a blended active and passive portfolio approach.
General information
Firm type
RIA
Location
City
McKinney
Principals
Gary Brittain
Partner · Chief Compliance Officer
Joseph Nappi
Partner · Portfolio Manager
Braiden Simpson
Partner · Chief Operations Officer
Frequently asked questions
Does Legacy Folios participate in fund commitments or only direct deals?
There is no public evidence of fund commitments, direct deals, or any investment activity by Legacy Folios.
What is Legacy Folios's known posture on co-investments alongside external GPs?
No co-investment history, GP relationships, or syndicate involvement is on the public record. The firm's posture on partnering with external managers remains entirely opaque.
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