# Legacy Resources NC

Legacy Resources NC is a RIA based in United States.

## Overview

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

## Regulatory record

- **CRD number:** 123144
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123144

## About

Legacy Resources is a concierge service tailored by realtors for realtors, offering excellence in real estate services. Born from the expertise of seasoned realtors, it provides comprehensive support and solutions that empower realtors, including personalized client assistance and streamlined transaction management. It has curated a suite of services for the diverse needs of realtors and their clients.

## Sectors

- Real Estate
- Energy Transition & Renewables

## People

- Charlotte Mayer — Director of Legacy Resources
- Cheri Kleber — Director of Property Management
- Ashley Bond — Assistant Property Manager
- Steve Cooper — Director of Mortgage
- Derek Taylor — Director of Insurance
- Laura Martin — Director of Title
- Jake Hartner — Director of Ancillary Services
- Kate Joseph — Director of Staging
- Jared Caldwell — Director of Videography

## Questions

### Who runs investment decisions at Legacy Resources NC?

Legacy Resources NC does not publicly name its principals or investment committee members. The office is structured as a private vehicle for a single North Carolina-based family, and governance details are not available in public filings, professional networks, or commercial registries.

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Last updated: 2026-08-11T15:07:19.634Z

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