TANGLEWOOD LEGACY ADVISORS, LLC

CRD 127289File 801-107793

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$809.0M

Above cohort median (national)

Discretionary AUM

$779.5M

Non-discretionary $29.5M

Clients

172

563 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: May 18, 2016
Principal office: ONE RIVERWAY, SUITE 1550, HOUSTON, TX, 77056
Phone: 713-599-4999
Website: HTTPS://WWW.FAMILY-CFO.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $809.0M
Discretionary AUM: $779.5M
Non-discretionary AUM: $29.5M
Discretionary accounts: 560
Non-discretionary accounts: 3
Total accounts: 563
AUM per client: $4.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$28.1M
Charitable organizations	Fewer than 5	$11.1M
High net worth individuals	121	$730.2M
Pension and profit sharing plans	Fewer than 5	$29.5M
Individuals (other than high net worth individuals)	41	$10.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.