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ANCORATO
Legal name: LEGACY INVESTMENT SOLUTIONS, LLC
CRD 322695File 801-126757
APPROVED
Disclosure events
Filing as of Aug 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$283.7M
Below cohort median (national)
Discretionary AUM
$277.1M
Non-discretionary $6.5M
Clients
6
3,723 accounts
Employees
18
Below cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 21, 2022
- Principal office
- 13965 W. CHINDEN BLVD #100, BOISE, ID, 83713
- Phone
- 208-925-0006
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $283.7M
- Discretionary AUM
- $277.1M
- Non-discretionary AUM
- $6.5M
- Discretionary accounts
- 3,722
- Non-discretionary accounts
- 1
- Total accounts
- 3,723
- AUM per client
- $47.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Investment companies | 1 | $6.5M |
| Other investment advisers | Fewer than 5 | $277.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONTRACTUAL PAYMENT FOR ADVISOR EDUCATION/CONSULTING SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for investment companies
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 11- Q11
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2026 | Clients | 2,367 | 6 | decreased by2,361 |
| Apr 1, 2026 | AUM | $240,286,719 | $283,664,860 | increased by$43,378,141 |
| Apr 1, 2026 | Accounts | 3,664 | 3,723 | increased by59 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANCORATO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCORATO” 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.