LEGACY FINANCIAL GROUP

Legal name: LEGACY FINANCIAL GROUP, LLC

CRD 154927File 801-79803

APPROVED

Retail clients

Custody

Filing as of May 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.01B

Above cohort median (national)

Discretionary AUM

$995.6M

Non-discretionary $11.9M

Clients

1,452

4,146 accounts

Employees

Top 25% of cohort in IA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 29, 2014
Principal office: 6000 GRAND AVENUE, SUITE B, DES MOINES, IA, 50312
Phone: 515-255-3306
Website: http://www.billelson.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.01B
Discretionary AUM: $995.6M
Non-discretionary AUM: $11.9M
Discretionary accounts: 4,082
Non-discretionary accounts: 64
Total accounts: 4,146
AUM per client: $694K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$9.3M
High net worth individuals	314	$686.4M
Individuals (other than high net worth individuals)	1,136	$311.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — FINANCIAL EDUCATION PROGRAM FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
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: 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.