Legacy Partner Group

Overview

Legacy Partner Group is a Georgia-based independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individuals and families and delivers portfolio management services for both personal and small-business clients, and for business or institutional accounts. It charges clients a fee based on a percentage of assets under management. Legacy Partner Group does not position itself as an ESG-focused adviser, is not multi-state in scope, and is not a capital allocator — it relies on external managers rather than operating in-house funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices