Overview
Assets Under Management: $105 million
Headquarters: SHENANDOAH, TX
High-Net-Worth Clients: 43
Average Client Assets: $2.0 million
Frequently Asked Questions
LEGACY CHIEF FINANCIAL OFFICE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300873), LEGACY CHIEF FINANCIAL OFFICE, LLC is subject to fiduciary duty under federal law.
LEGACY CHIEF FINANCIAL OFFICE, LLC is headquartered in SHENANDOAH, TX.
LEGACY CHIEF FINANCIAL OFFICE, LLC serves 43 high-net-worth clients according to their SEC filing dated April 08, 2026. View client details ↓
According to their SEC Form ADV, LEGACY CHIEF FINANCIAL OFFICE, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LEGACY CHIEF FINANCIAL OFFICE, LLC manages $105 million in client assets according to their SEC filing dated April 08, 2026.
According to their SEC Form ADV, LEGACY CHIEF FINANCIAL OFFICE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.37%
Average Client Assets: $2.0 million
Total Client Accounts: 336
Discretionary Accounts: 333
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 300873
Filing ID: 2092788
Last Filing Date: 2026-04-08 11:14:24