LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 324258
- Registered since
- March 15, 2023
- Website
- www.legacyfia.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.12%
- Individuals27.88%
- Corporations / Businesses0.8%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Financial Independent Advisors LLC is an independent, individually owned registered investment adviser that entered SEC registration in 2023. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners, while also serving institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Legacy identifies as a non-ESG-focused adviser and does not position itself as a pension consultant or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Exchange Traded Equities26%
- Investment Grade Corp Bonds20%
- Other11%
- Cash & Cash Equivalents3%
Contacts
3 of 6BRYAN MCCREA
PartnerCRD 5830009
CHRISTOPHER MCCREA
Partner, Financial AdvisorCRD 5830477
BRUCE MCCREA
PartnerCRD 874087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$53M in ETFs
37%
$19.4M
27%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $12.8M | 242,427 | 24.08% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 100 Mallard Creek Rd
- Time zone
- CT (UTC-6)
- Office locations
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