THE LEGACY FINANCIAL GROUP, INC.

CRD 135059File 801-64293

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$590.7M

Above cohort median (national)

Discretionary AUM

$584.4M

Non-discretionary $6.4M

Clients

317

1,510 accounts

Employees

Above cohort median in OK

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Apr 4, 2005
Principal office: 1425 E. 41ST PLACE, SUITE 100, TULSA, OK, 74105
Phone: 918-665-0826
Website: HTTP://WWW.LEGACYADVISOR.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $590.7M
Discretionary AUM: $584.4M
Non-discretionary AUM: $6.4M
Discretionary accounts: 1,409
Non-discretionary accounts: 101
Total accounts: 1,510
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$84K
Charitable organizations	Fewer than 5	$1.7M
High net worth individuals	157	$526.0M
Pension and profit sharing plans	Fewer than 5	$785K
Individuals (other than high net worth individuals)	160	$62.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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.