LEGEND FINANCIAL ADVISORS INC

CRD 108207File 801-44704

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$389.9M

Below cohort median (national)

Discretionary AUM

$389.9M

Clients

219

219 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Sep 14, 1993
Principal office: 5700 CORPORATE DRIVE, SUITE 350, PITTSBURGH, PA, 15237
Phone: 412-635-9210
Website: HTTPS://WWW.LEGEND-FINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $389.9M
Discretionary AUM: $389.9M
Non-discretionary AUM: $0
Discretionary accounts: 219
Non-discretionary accounts: 0
Total accounts: 219
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$389K
Charitable organizations	Fewer than 5	$167K
High net worth individuals	117	$329.1M
Pension and profit sharing plans	Fewer than 5	$11.3M
Individuals (other than high net worth individuals)	98	$48.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.