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LEGACY CHIEF FINANCIAL OFFICE, LLC
CRD 300873File 801-135513
APPROVED
Retail clients
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$105.1M
Bottom 25% of cohort (national)
Discretionary AUM
$101.7M
Non-discretionary $3.3M
Clients
72
336 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 9, 2026
- Principal office
- 9002 SIX PINES DR., SUITE 108, SHENANDOAH, TX, 77380
- Phone
- 832-510-9099
- Website
- https://www.legacycfo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $105.1M
- Discretionary AUM
- $101.7M
- Non-discretionary AUM
- $3.3M
- Discretionary accounts
- 333
- Non-discretionary accounts
- 3
- Total accounts
- 336
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $87.6M |
| Individuals (other than high net worth individuals) | 29 | $17.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.