ABS Legacy Partners, LLC

RIASEC Registered

Total AUM

$671M

Discretionary

$671M

100% of AUM

Avg account

$11.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hickory, North Carolina
CRD number: 325604
Registered since: April 7, 2023
Website: abslegacypartners.com
Custodians: BANK OF AMERICA, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.82%
Corporations / Businesses26.93%
Charitable Organizations7.1%
Individuals0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

ABS Legacy Partners, LLC is an independent, individually owned registered investment adviser that completed SEC registration in 2023. The firm serves both individual/family and institutional clients and positions itself as a capital allocator — providing financial planning and portfolio management for individuals, small businesses, and institutions, and performing selection of third‑party advisers. Its billing mixes percentage‑of‑AUM charges with hourly and fixed fees. ABS Legacy reports it does not pursue active ESG investing and is structured to operate within a single state jurisdiction.