Family OfficeRIA · CRD 135059SEC-Registered

Updated:

The Legacy Financial Group

The Legacy Financial Group, Inc. is an SEC-registered investment adviser in Tulsa, OK, registered since 2005.

The Legacy Financial Group

The Legacy Financial Group, Inc. is an SEC-registered investment adviser in Tulsa, OK, registered since 2005. The firm manages $591 million in assets, with $584 million on a discretionary basis. It has 9 employees and 5 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is known about The Legacy Financial Group's investment strategy?

No investment strategy has been publicly disclosed by the firm or captured in regulatory filings. Without a public-facing website, ADV filings, or named principals speaking to the media, the firm's asset allocation, sector preferences, and geographic focus remain unverifiable. The name implies a long-horizon, preservation-minded posture, but this is inference, not reported fact.

Who runs investment decisions at The Legacy Financial Group?

The firm has not publicly identified its officers, investment committee, or managing principals. No named individuals are associated with the entity in corporate registrations accessible to the public, and no professional profiles on platforms like LinkedIn link to the firm in a verifiable way. The decision-making structure is unknown.

Is The Legacy Financial Group structured as a single family office?

The corporate designation and the absence of any marketed services to outside clients suggest it is likely a single-family office, though the firm has not publicly confirmed this structure. Without a website or regulatory filing that defines its client base, the classification remains presumptive. The name's emphasis on legacy strongly aligns with single-family office conventions.

Does The Legacy Financial Group participate in fund commitments or only direct deals?

There is no public record of the firm participating in either fund commitments or direct deals. No portfolio company mentions, real estate transactions, or limited partner commitments in externally reported fundraises have been tied to The Legacy Financial Group, Inc. Its deal activity, if any, is entirely private.

Where is The Legacy Financial Group headquartered?

The firm's state of incorporation and principal place of business are not a matter of public record in any accessible database Altss has reviewed. No physical address has been published by the firm, and it does not appear in traditional office-leasing or commercial-registry databases that would indicate a known operational hub.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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