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ANCORATO
Legal name: LEGACY INVESTMENT SOLUTIONS, LLC
CRD 322695File 801-126757
APPROVED
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Aug 17, 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
- Website
- https://www.legacy-is.com
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 |
|---|---|---|---|
| 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.