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ACADIA LEGACY GROUP
Legal name: ACADIA LEGACY GROUP, LLC
CRD 291481File 801-123713
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$133.2M
Bottom 25% of cohort (national)
Discretionary AUM
$133.2M
Clients
45
191 accounts
Employees
4
Bottom 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 15, 2022
- Principal office
- 1820 NW 118TH STREET, STE 110, CLIVE, IA, 50325
- Phone
- 515-212-2112
- Website
- HTTP://ACADIALEGACYGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $133.2M
- Discretionary AUM
- $133.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 191
- Non-discretionary accounts
- 0
- Total accounts
- 191
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $129.3M |
| Individuals (other than high net worth individuals) | 27 | $3.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 46 | 45 | decreased by1 |
| Apr 1, 2026 | AUM | $116,644,597 | $133,192,237 | increased by$16,547,640 |
| Apr 1, 2026 | Accounts | 123 | 191 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 46 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $113,000,971 | $116,644,597 | increased by$3,643,626 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 86 | 123 | increased by37 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACADIA LEGACY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACADIA LEGACY” 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.