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New Legacy Financial Group
New Legacy Financial Group, LLC is a state-registered investment adviser in Smithville, OH. The firm manages approximately $63 million in regulatory assets.
Overview
New Legacy Financial Group, LLC is a state-registered investment adviser in Smithville, OH. The firm manages approximately $63 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Smithville
Corporate office
133 S Milton Street, Unit C, Smithville, OH 44677, United States
Principals
J Burkholder
Contact
Frequently asked questions
What investment stages does New Legacy Financial Group typically target?
No public data specifies target stages. Multi-family offices of this type often allocate across liquid public markets, private equity, and real estate, but direct deal activity is unconfirmed.
Does New Legacy Financial Group participate in co-investments alongside external GPs?
There is no public evidence of co-investment activity. Without disclosed portfolio holdings or partnership history, the firm's posture remains unknown.
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