# The Legacy Financial Group

The Legacy Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/the-legacy-financial-group-inc

## Regulatory record

- **CRD number:** 135059
- **SEC file number:** 801-64293
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135059

## About

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.

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:26.934Z

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