LEGACY INVESTMENT PARTNERS, LLC

CRD 133014File 801-63567

APPROVED

Retail clients

Custody

Filing as of Feb 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$403.1M

Below cohort median (national)

Discretionary AUM

$394.0M

Non-discretionary $9.1M

Clients

223

415 accounts

Employees

Below cohort median in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Oct 8, 2004
Principal office: 6240 WEST 135TH STREET, SUITE 175, OVERLAND PARK, KS, 66223
Phone: 913-696-1550
Website: HTTP://LEGACYIP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $403.1M
Discretionary AUM: $394.0M
Non-discretionary AUM: $9.1M
Discretionary accounts: 360
Non-discretionary accounts: 55
Total accounts: 415
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$4.5M
Charitable organizations	6	$3.7M
High net worth individuals	72	$371.9M
Individuals (other than high net worth individuals)	144	$23.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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.