# New Legacy Financial Group

New Legacy Financial Group is a Multi Family Office based in Smithville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Smithville, United States
- **Region:** North America
- **Address:** 133 S Milton Street, Unit C, Smithville, OH 44677, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** https://newlegacyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/new-legacy-financial-group-llc

## Regulatory record

- **CRD number:** 151155
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151155

## About

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.

## People

- J Burkholder — Contact

## 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.

## Related profiles

- [Bear Mountain Capital](https://altss.com/profile/bear-mountain-capital-inc)
- [Noctua International WMG](https://altss.com/profile/noctua-international-wmg-llc)

---

Last updated: 2026-07-06T01:24:21.890Z

Canonical page: https://altss.com/profile/new-legacy-financial-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology