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LEGACY KNIGHT MFO, LLC
CRD 305927File 801-121664
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.85B
Top 25% of cohort (national)
Discretionary AUM
$942.3M
Non-discretionary $1.90B
Clients
53
53 accounts
Employees
21
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 30, 2021
- Principal office
- 3001 MAPLE AVENUE, SUITE 350, DALLAS, TX, 75201
- Phone
- 945-536-5580
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.85B
- Discretionary AUM
- $942.3M
- Non-discretionary AUM
- $1.90B
- Discretionary accounts
- 33
- Non-discretionary accounts
- 20
- Total accounts
- 53
- AUM per client
- $53.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $1.90B |
| Pooled investment vehicles | 33 | $942.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- 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
- Yes
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.