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WILLIAMSON LEGACY GROUP, LLC
CRD 318629File 801-123281
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$183.1M
Bottom 25% of cohort (national)
Discretionary AUM
$183.1M
Clients
348
835 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 25, 2022
- Principal office
- Not reported
- Phone
- 317-447-3212
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $183.1M
- Discretionary AUM
- $183.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 835
- Non-discretionary accounts
- 0
- Total accounts
- 835
- AUM per client
- $526K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $2.8M |
| High net worth individuals | 52 | $106.8M |
| Pension and profit sharing plans | 3 | $158K |
| Individuals (other than high net worth individuals) | 291 | $73.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 | 362 | 348 | decreased by14 |
| Apr 1, 2026 | AUM | $208,707,099 | $183,062,559 | decreased by$25,644,540 |
| Apr 1, 2026 | Accounts | 879 | 835 | decreased by44 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 403 | 362 | decreased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $157,074,178 | $208,707,099 | increased by$51,632,921 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 937 | 879 | decreased by58 |
| Jul 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2022 | Clients | 0 | 403 | increased by403 |
| Jul 1, 2022 | AUM | $0 | $157,074,178 | increased by$157,074,178 |
| Jul 1, 2022 | Accounts | 0 | 937 | increased by937 |
| Mar 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILLIAMSON LEGACY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILLIAMSON 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.