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LEGACY PARTNERS FINANCIAL GROUP, LLC

CRD 137025File 801-137399
APPROVED
Retail clients
Disclosure events
Filing as of Sep 23, 2026
Feed vintage Sep 30, 2026
Regulatory AUM
$107.6M
Bottom 25% of cohort (national)
Discretionary AUM
$107.6M
Clients
154
517 accounts
Employees
10
Bottom 25% of cohort in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Sep 29, 2026
Principal office
123 MILL STREET, WOODSTOCK, GA, 30188
Phone
678 388-2233
Website
HTTPS://WWW.MYLPFG.com

Assets & accounts

ADV Item 5F
Total regulatory AUM
$107.6M
Discretionary AUM
$107.6M
Non-discretionary AUM
$0
Discretionary accounts
517
Non-discretionary accounts
0
Total accounts
517
AUM per client
$699K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals94$100.7M
Individuals (other than high net worth individuals)60$7.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • 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
  • Q11D2

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LEGACY PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEGACY PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

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.