LEGACY INVESTMENT PARTNERS, LLC

Legacy Investment Partners, LLC 6240 West 135th Street Suite 175 Overland Park, KS 66223 913.696.1550 legacyip.com Disclosure Brochure February 2026 This brochure provides information about the qualifications and business practices of Legacy Investment Partners, LLC. If you have any questions about the contents of this brochure, please contact us at 913.696.1550. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Legacy Investment Partners, LLC is a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Additional information about Legacy Investment Partners, LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. Our CRD Number is 133014.  Material Changes Legacy Investment Partners, LLC (“Legacy Investment, we, us, our, ours”) provides it disclosure brochure (“brochure”) to you initially when you enter into an advisory agreement with us. We offer or deliver an updated brochure to you annually. No later than April 29 each year, we will provide a summary of material changes that have been made to our brochure since its last annual update. We may also provide updated disclosure information about material changes on a more frequent basis. Any summaries of changes will include the date of our last annual update of our brochure. Since filing our last annual amendment update in January 2025, we have made no material changes to this brochure. Our current brochure may be requested by contacting David Baker, Managing Member and Chief Compliance Officer, at 913.696.1550. We will provide you with a brochure at any time without charge. Our brochure and other information about us and about persons affiliated with us who are registered as our investment adviser representatives (“your advisory representative”) is also available via the SEC’s website, at www.adviserinfo.sec.gov. Information regarding your advisory representative can also be found in the supplement to this brochure.  Table of Contents Advisory Business…………………………………………………………………………………. 2 Fees and Compensation………………………………………………………………………….. 5 Performance-Based Fees………………………………………………………………………… 8 Types of Clients……………………………………………………………………………………. 8 Methods of Analysis, Investment Strategies and Risk of Loss……………………………….. 8 Disciplinary Information…………………………………………………………………………… 9 Other Financial Industry Activities and Affiliations……………………………………………... 10 Code of Ethics; Participation or Interest in Client Transactions and Personal Trading……. 10 11 Brokerage Practices……………………………………………………………………………….. Review of Accounts……………………………………………………………………………….. 13 Client Referrals and Other Compensation……………………………………………………… 14 14 Custody…………………………………………………………………………………………….. . Investment Discretion……………………………………………………………………………... 15 Voting Client Securities…………………………………………………………………………… 16 Financial Information……………………………………………………………………………… 16 Brochure Supplements……………………………………………………………………………. 17  Advisory Business Legacy Investment Partners is a Limited Liability Company organized under the laws of the State of Kansas. Legacy Investment Partners is a Leawood-based investment advisory firm founded in 2004 and registered with the U.S. Securities Exchange Commission. David Baker is the principal owner of Legacy Investment Partners. David Baker is the Chief Compliance Officer as of January 1, 2023. Investment Supervisory Services We provide investment advice in the form of investment supervisory services, on a discretionary or nondiscretionary basis. We actively manage accounts with a thorough allocation of assets. We monitor this allocation based on suitability, and actively reallocates the investments based on suitability and changes in the underlying investments. We place your assets in mutual funds, stocks, bonds and option strategies. You may be placed on margin according to your authorization. The mutual funds are no load or available at net asset value. Financial Planning We render financial planning services. We determine with you the nature and extent of the financial planning services at the time you enter into an agreement with us. You retain the actual responsibility and authority to implement recommendations in the financial plan we present. We may assist in the implementation at your request. You may also receive financial planning services as part of our investment supervisory services at no additional charge. In managing your investment portfolio, we consider your  financial situation,  risk tolerance,  investment horizon,  liquidity needs,  tax considerations,  investment objectives, and  any other issues important to your state of affairs. You should notify us promptly if there are any changes in your financial situation or investment objectives or if you wish to impose any reasonable restrictions upon the 2 | P a g e  management of your account. Pension Consulting Services We offer the following services related to 401k plans:  Plan needs assessment  Advice in selection of a 401K Provider  Plan Participant enrollment and ongoing education  Investment options and ongoing monitoring  Conducting reviews and meeting with Trustees and Plan Sponsors Retirement Plan Rollover Recommendations When we provide investment advice about your retirement plan account or individual retirement account (“IRA”) including whether to maintain investments and/or proceeds in the retirement plan account, roll over such investment/proceeds from the retirement plan account to a IRA or make a distribution from the retirement plan account, we acknowledge that Legacy Investment Partners, LLC is a “fiduciary” within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”) as applicable, which are laws governing retirement accounts. The way Legacy Investment Partners, LLC makes money creates conflicts with your interests so Legacy Investment Partners, LLC operates under a special rule that requires Legacy Investment Partners, LLC to act in your best interest and not put our interest ahead of you.  Under this special rule’s provisions, Legacy Investment Partners, LLC must as Meet a professional standard of care when making investment Never put the financial interests of Legacy Investment Partners, LLC Avoid misleading statements about conflicts of interest, fees, and Follow policies and procedures designed to ensure that Legacy Charge no more than is reasonable for the services of Legacy Investment a fiduciary to a retirement plan account or IRA under ERISA/IRC: • recommendations (e.g., give prudent advice); • ahead of you when making recommendations (e.g., give loyal advice); • investments; • Investment Partners, LLC gives advice that is in your best interest; • Partners, LLC; and • Give Client basic information about conflicts of interest. 3 | P a g e   To the extent we recommend you roll over your account from a current retirement plan account to an individual retirement account managed by Legacy Investment Partners, LLC, please know that Legacy Investment Partners, LLC and our investment adviser representatives have a conflict of interest.  We can earn increased investment advisory fees by recommending that you roll over your account at the retirement plan to an IRA managed by Legacy Investment Partners, LLC. We will earn fewer investment advisory fees if you do not roll over the funds in the retirement plan to an IRA managed by Legacy Investment Partners, LLC.  Thus, our investment adviser representatives have an economic incentive to recommend a rollover of funds from a retirement plan to an IRA which is a conflict of interest because our recommendation that you open an IRA account to be managed by our firm can be based on our economic incentive and not based exclusively on whether or not moving the IRA to our management program is in your overall best interest.  We have taken steps to manage this conflict of interest. We have adopted an impartial conduct standard whereby our investment adviser representatives will (i) provide investment advice to a retirement plan participant regarding a rollover of funds from the retirement plan in accordance with the fiduciary status described below, (ii) not recommend investments which result in Legacy Investment Partners, LLC receiving unreasonable compensation related to the rollover of funds from the retirement plan to an IRA, and (iii) fully disclose compensation received by Legacy Investment Partners, LLC and our supervised persons and any material conflicts of interest related to recommending the rollover of funds from the retirement plan to an IRA and refrain from making any materially misleading statements regarding such rollover.  When providing advice to your regarding a retirement plan account or IRA, our investment advisor representatives will act with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk, tolerance, financial circumstances, and a client’s needs, without regard to the financial or other interests of Legacy Investment Partners, LLC or our affiliated personnel. 4 | P a g e  The Managed Accounts Program The Managed Accounts Program is a wrap fee program. The fee you pay in this program covers our advisory fee and all brokerage commissions and other trading costs of transactions placed through the program. We do not manage wrap fee accounts differently than we manage non-wrapped accounts. We receive a portion of the wrap fee for our services. Assets Under Management As of December 31, 2025, we managed approximately $393,982,670 in client assets on a discretionary basis, where we made all of the investment decisions and approximately $9,133,738 in client assets were managed on a non-discretionary basis for a total of $403,116,408 in assets under management. Fees and Compensation We offer our investment supervisory services on a fee-only basis. Asset-based fees are payable in advance or in arrears, determined at the time the advisory agreement is signed. and calculated on the market value of the account on the last day of the calendar month or quarter. Broker-dealers and other financial institutions that hold client accounts are referred to as custodians (“custodian/ broker-dealer”). Your custodian determines the values of the assets in your portfolio. Fees for the initial billing period are based on the value of your cash and securities on the date the custodian receives them and are prorated based upon the number of calendar days in the billing period that our agreement is in effect. Clients receiving investment supervisory services pay an all-inclusive fee for management, brokerage, clearance, custody and administrative services according to the following schedule: Assets under Management Advisory Fee 1.50% Up to $3,000,000 Over $3,000,000.00 Negotiable 5 | P a g e  All fees are negotiable at our sole discretion. For further details on the Managed Accounts Program, including a more complete description of fees and services, please refer to Legacy Investment Partners’ Managed Accounts Program Brochure and your client agreement. Financial planning fees may be based on a fixed fee according to an hourly rate of approximately $325 or on an hourly basis at that rate. The actual fee is determined at the time you enter into the agreement as well as the nature and extent of services to be rendered. All fees are negotiable at our discretion. You must authorize us to have the custodian pay us directly by charging your account. This authorization must be provided in writing. The annual fee is charged each calendar month or quarter, depending on the client’s advisory agreement. We send a statement that includes the value of your investments. Your custodian also provides you with statements that show the amount paid directly to us. You should compare the statement we send to your custodian’s statement and verify the calculation of our fees. Your custodian does not verify the accuracy of fee calculations. Financial planning fixed fees are billed at the completion of the work, and hourly fees are billed monthly. These fees are due when billed. Client Responsibility for Third-Party Fees In addition to our fee, you may be required to pay other charges such as:  custodial fees;  brokerage commissions;  transaction fees;  internal fees and expenses charged by mutual funds or exchange traded funds (“ETFs”);  maintenance and termination fees associated with IRAs and certain retirement and qualified accounts; and  other fees and taxes on brokerage accounts and securities transactions. None of these fees are paid to or are shared with us. Mutual fund companies, ETFs, and variable annuity issuers charge internal fees and expenses for their products. These fees and expenses are in addition to any advisory fees charged by us. Complete details of these internal fees and expenses are explained 6 | P a g e  in the prospectuses for each investment. You are strongly encouraged to read these explanations before investing any money. You may ask us any questions you have about fees and expenses. If you purchase mutual funds through the custodian, you pay a transaction fee that would not be charged if the transactions were made directly through the mutual fund company. Also, mutual funds held in accounts at brokerage firms pay internal fees that are different from funds held at the mutual fund company. While you can purchase shares of mutual funds directly from the mutual fund company without a transaction fee, those investments would not be part of our advisory relationship with you. This means that they would not be included in our investment strategies, investment performance monitoring, or portfolio reallocations. Please be sure to read the section entitled “Brokerage Practices,” which follows later in this brochure. Prepayment of Fees Advisory fees are payable in advance or in arrears and determined at the time the advisory agreement is signed. Should you terminate the advisory agreement we have entered into within five (5) business days from the date the agreement is executed, you will receive a full refund of any fees paid in advance. A client agreement may be canceled by either party for any reason upon receipt of 30 days written notice. Upon termination of an account, any prepaid, unearned fees will be refunded. Any earned unpaid fees will be due and payable. The amount refunded to you is calculated by dividing the most recent advisory fee you paid by the total number of days in the billing period (month or quarter). This daily fee is then multiplied by the number of calendar days in the billing period that our agreement was in effect. This amount, which equals the amount we earned for the partial billing period, is subtracted from the total fee you paid in advance to determine your refund. Financial plans that are terminated prior to completion of the plan are charged an hourly fee for the amount of time expended. Other Compensation advisory representatives are licensed with various insurance also Our companies. Commissions will be earned by our financial advisors if insurance products are purchased through these insurance companies. 7 | P a g e  Please be aware we are paid commissions as compensation when we sell insurance products. Commission payments create a conflict of interest if advisors make recommendations based upon the amount of their compensation rather than the need of the client. The Advisors at Legacy Investment Partners LLC have a duty at all times to place your needs ahead of theirs and avoid or mitigate any conflicts of interest. We will explain the specific costs associated with any recommended investments with you upon request. Performance-Based Fees We do not charge performance-based fees on any of our client accounts. Performance- based fees are designed to give a portion of the return of an investment to the investment adviser as a reward for positive performance. The fee is generally based on a percentage of capital gains in and appreciation of the client account assets. Types of Clients We provide advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $25,000. We, at our sole discretion, may accept clients with smaller portfolios based upon certain factors including anticipated future earning capacity, anticipated future additional assets, account composition, related accounts, and pre-existing client relationships. We may consider the portfolios of your family members to determine if your portfolio meets the minimum size requirement. Methods of Analysis, Investment Strategies and Risk of Loss We select specific investments for your portfolios through the use of fundamental analysis. Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its underlying assets. It entails studying overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earnings, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the issuing company’s security to determine whether to purchase, sell or hold the security. Cyclical analysis is a form of fundamental analysis that involves the process of making 8 | P a g e  investment decisions based on the different stages of an industry at a given point in time. Charting involves identifying patterns that can suggest future activity in price movements. A chart pattern is a distinct formation on a stock chart that creates a trading signal or a sign of future price movements. Chartists use these patterns to identify current trends and trend reversals to trigger buy and sell signals. Some of the chart types are Line Charts, Bar Charts, Candlestick, Point and Figure, etc. Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security's intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity. Our investment strategies include long-term and short-term purchases and sales, trading, and the use of options, and margin. You can place reasonable restrictions on the strategies to be employed in your portfolio and the types of investments to be held in your portfolio. Although we manage your portfolio in a manner consistent with your objectives and risk tolerances, we cannot guarantee that our efforts will be successful. General economic conditions, current interest rates, the performance of a particular industry or a particular company, and any number of other factors can affect investment performance. You should be prepared to bear the risk of loss. All investments are subject to loss, including (among other things) loss of principal, a reduction in earnings (including interest, dividends and other distributions), and the loss of future earnings. You must also be aware that the use of margin and options are higher risk strategies. It is possible to lose all of the principal you invest, and sometimes more. In a cash account, your risk is limited to the amount of money that you have invested. In a margin account, your risk includes the amount of money invested plus the amount that has been loaned to you. Disciplinary Information We have not been the subject of any legal or disciplinary events that would be material to your evaluation of our business or the integrity of our management. 9 | P a g e  Other Financial Industry Activities and Affiliations interest because they create an As explained under “Fees and Conditions” above, our advisory representatives are licensed as an insurance agent with various insurance companies. This arrangement presents a conflict of incentive to make recommendations based upon the amount of compensation your advisory representative can receive rather than based upon your needs. As previously noted, we will explain the specific costs associated with any recommended investments with you upon request. You have the option to purchase insurance products through other brokers or agents who are not affiliated with us. Information about your advisory representative’s financial industry activities and affiliations is disclosed in the advisory representative’s Supplement which you will receive with this brochure. Additional information about your advisory representative is also available at www.adviserinfo.sec.gov. Code of Ethics; Participation or Interest in Client Transactions and Personal Trading We have adopted a Code of Ethics (“Code”) to address the securities-related conduct of our advisory representatives and employees. An Investment Adviser is considered a fiduciary. As a fiduciary, it is our responsibility to provide fair and full disclosure of all material facts and to act solely in the best interest of each of our clients at all times. Our fiduciary duty is the core underlying principal for our Code of Ethics. The Code includes our policies and procedures developed to protect your interests in relation to the following:  the duty at all times to place your interests ahead of ours;  that all personal securities transactions of our advisory representatives and employees be conducted in a manner consistent with the Code and avoid any conflict of interest, or any abuse of an advisory representative’s or employee’s position of trust and responsibility;  that advisory representatives may not take inappropriate advantage of their positions;  that information concerning the identity of your security holdings and financial circumstances are confidential; and  that independence in the investment decision-making process is paramount. 10 | P a g e  We will provide a copy of the Code to you or any prospective client upon request. We do not buy or sell securities for our firm that we also recommend to clients. Our advisory representatives and employees are permitted to buy or sell the same securities for their personal and family accounts that are bought or sold for your account(s). The personal securities transactions by advisory representatives and employees raise conflicts of interest when they trade in a security that is:  owned by you or  considered for purchase or sale for you. We have adopted policies and procedures that are intended address these conflicts of interest. These policies and procedures:  require our advisory representatives and employees to act in your best interest,  prohibit favoring one client over another, and Advisory representatives and employees must follow our procedures when purchasing or selling the same securities purchased or sold for you. Brokerage Practices We generally recommend that the custodian for your account be either Charles Schwab and Company, Inc. (“Schwab”) or Fidelity Brokerage Services, LLC (“Fidelity”). Schwab or Fidelity will assist us in servicing your account. We are independently owned and operated and not affiliated with Schwab or Fidelity. Our use of Schwab or Fidelity is, however, a beneficial business arrangement for us and for Schwab or Fidelity. Information regarding the benefits of this relationship is described below. Our recommendation of a specific custodian is based in part on our existing relationships, the custodian’s financial strength, reputation, breadth of investment products, and, the cost and quality of custody and brokerage services provided to you and our other clients. The determining factor in the selection of Schwab or Fidelity to execute transactions for your accounts is not the lowest possible transaction cost, but whether Schwab or Fidelity can provide what is in our view the best qualitative execution for your account. In addition to brokerage and custody services, services customarily made available to advisers include access to investments generally available to institutional investors; 11 | P a g e  research; software; and, educational opportunities. Custodians may also make available or arrange for these types of services to be provided to us by independent third parties. Custodians may discount or waive the fees it would otherwise charge for some of the services it makes available to us. It may also pay all or a part of the fees of a third party providing these services to us. Thus, we receive economic benefits as a result of our relationship with Schwab or Fidelity, because we do not have to produce or purchase the products and services listed above. We are not required to effect a minimum volume of transactions or maintain a minimum dollar amount of client assets to receive these services. We do not have soft dollar arrangements with any broker/dealer or custodian. The custodians not charge separately for holding our clients’ accounts but may be compensated by you through other transaction-related fees associated with the securities transactions it executes for your accounts. Because the amount of our compensation or the products or services we receive may vary depending on the custodian we recommend to be used by our clients, we may have a conflict of interest in making that recommendation. Our recommendation of specific custodians may be based in part on the economic benefit to us and not solely on the nature, cost or quality of custody and brokerage services provided to you and our other clients. We nonetheless strive to act in your best interests at all times. Commissions and other fees for transactions executed through Schwab or Fidelity may be higher than commissions and other fees available if you use another custodian firm to execute transactions and maintain custody of your account. We believe, however, that the overall level of services and support provided to our clients by Schwab or Fidelity outweighs the benefit of possibly lower transactions cost which may be available under other brokerage arrangements. Many of the services described above may be used to benefit all or a substantial number of our accounts, including accounts not maintained at through Schwab or Fidelity. We do not attempt to allocate these benefits to specific clients. Directed Brokerage You may direct us in writing to use a particular broker-dealer to execute some or all of the transactions for your account. If you do so, you are responsible for negotiating the terms and arrangements for the account with that broker-dealer. We may not be able to negotiate commissions, obtain volume discounts, or best execution. In addition, under these circumstances a difference in commission charges can exist between the 12 | P a g e  commissions charged to clients who direct us to use a particular broker or dealer and other clients who do not direct us to use a particular broker or dealer. Bunched Trading We may engage in bunched trading, which is the purchase or sale of a security for the accounts of multiple clients in a single transaction. If a bunched trade is executed, each participating client receives a price that represents the average of the prices at which all of the transactions in a given bunch were executed. Accounts that participate in the same bunched trade will be charged commissions, if applicable, in accordance with their advisory contracts. If the order is not completely filled, the securities purchased or sold are distributed among participating clients on a pro rata basis or in some other equitable manner. Bunched trades are placed only when we reasonably believe that the combination of the transactions provides better prices for clients than had individual transactions been placed for clients. Transactions for nondiscretionary client accounts are not bunched with transactions for discretionary client accounts. Transactions for the accounts of our employees and advisory representatives may be included in bunched trades. They receive the same average price and pay the same commissions and other transaction costs, as clients. Transactions for the accounts of our advisory representatives or employees will not be favored over transactions for client accounts. We are not obligated to include any client account in a bunched trade. Bunched trades will not be effected for any client’s account if doing so is prohibited or otherwise inconsistent with that client’s investment advisory agreement. No client will be favored over any other client. Non-discretionary accounts will not be included in blocked trades for discretionary accounts. Review of Accounts Your accounts are monitored on an ongoing basis with a formal review conducted at least annually or as agreed upon with you. The reviews focus on the consistency of portfolio investments with your stated objectives and risk tolerances. Reviews also consider investment restrictions requested by you, investment time horizons, liquidity needs, tax considerations and other circumstances unique to you. On a quarterly basis, the performance of your account is reviewed to monitor consistency with market benchmarks that we deem applicable. Account reviews can 13 | P a g e  also be triggered by other factors such as changes in general economic and market conditions, analyst reports, issuer news and interest rate movement. The Managing Partners are responsible for all reviews. You will receive statements from the custodian at least quarterly. These statements identify your current investment holdings, the cost of each of those investments, and their current market values. You may also receive performance analysis reports prepared by us which describe the returns realized on the investments in your account. For financial planning, the review is based on your need, goals, and objectives. The nature and depth of the review is established at the time the financial planning agreement is executed. Client Referrals and Other Compensation We have entered into written compensation agreements with certain unaffiliated investment adviser representatives and professionals such as CPAs, attorneys, etc. We pay these persons a percentage of the fee that you pay to us if it is determined you have become clients as a result of their direct or indirect efforts. These payments are a portion of the fee that we charge and do not result in an increase in the amount of the fee that you pay. Any solicitation or referral arrangements will comply with applicable laws that govern: 1) the nature of the service, 2) fees to be paid, 3) disclosures to clients and 4) any necessary client consents. We receive certain economic benefits as a result of our participation in Schwab or Fidelity’s institutional program. Those benefits are described in detail in the preceding section entitled “Brokerage Practices.” Custody Your assets are maintained with a qualified custodian. We do not have physical custody of your assets but may be deemed to have custody when you authorize us to deduct our fees from your account. We are also deemed to have custody of client funds and securities when Legacy Investments has standing authority (also known as a standing letter of authorization or “SLOA”) to move money from a client’s account to a third- party account. 14 | P a g e  Our firm has established procedures to ensure all client funds and securities are held at a Financial Institution, as the qualified custodian in a separate account for each client under that client's name. Clients or an independent representative of the client (other than an affiliated person of Legacy Investments Partners) are also notified, in writing of the qualified custodian's name, address and the manner in which the funds or securities are maintained, promptly when the account is opened and following any changes. You will receive statements from the custodian that holds your investment account on at least a quarterly basis. We urge you to carefully review these statements and compare them to the account statements that we may provide you. You should verify that the transactions in your account are consistent with your investment goals and the objectives for your account. We also encourage you to contact your advisory representative or our Chief Compliance Officer should you have any questions or concerns regarding your account. Investment Discretion We offer our advisory services on both a discretionary and a non-discretionary basis. When we offer our services on a discretionary, we do not need advance approval from you to determine the type and amount of securities to be bought and sold for your accounts. When we offer our advisory services on a on a non-discretionary basis, we need advance approval from you to determine the type and amount of securities to be bought and sold for your accounts. Except as noted below, we do not have the ability to choose the broker-dealer through which transactions will be executed. Additionally, we do not have the ability to withdraw funds from your account (other than to withdraw our advisory fees which, can only be done with your prior written authorization.) When we exercise discretion, it is used in a manner consistent with the stated investment objectives for your account, if you have given us written authorization to do so. We only exercise discretion in accounts where we have been authorized by you. This authorization is typically included in the investment advisory agreement you enter into with us. For a number of clients, we have the discretionary authority to pick a broker other than your custodial broker to execute a trade. You must qualify for prime brokerage to participate in these transactions. To qualify for prime brokerage transactions, you must have and maintain a minimum portfolio value determined by the custodian and sign the appropriate prime brokerage paperwork provided by the custodian. We use this arrangement primarily to purchase fixed income securities. It is not used in all cases. Reasonable restriction on this authority may be imposed. 15 | P a g e  If you do not qualify for prime brokerage, we do not have the ability to trade at any other broker other than the selected broker-custodian. All transactions for an account are directed to a designated custodian. Voting Client Securities We do not take any action or give any advice with respect to voting of proxies solicited by or with respect to the issuers of securities in which your accounts may be invested. In addition, we do not take any action or give any advice with respect to any securities held in any accounts that are named in or subject to class action lawsuits. We will, however, forward to you any information received by us regarding proxies and class action legal matters involving any securities held in your accounts. Financial Information We have no financial commitment that impairs our ability to meet contractual and fiduciary commitments to you and we have not been the subject of a bankruptcy proceeding. 16 | P a g e  Legacy Investment Partners, LLC David Lawrence Baker 6240 West 135th Street, Suite 175 Overland Park, KS 66223 913.696.1550 legacyip.com Brochure Supplement February 2026 This brochure supplement provides information about David Lawrence Baker that supplements the Legacy Investment Partners, LLC brochure. You should have received a copy of that brochure. Please contact David L. Baker, Managing Member and Chief Compliance Officer, if you did not receive Legacy Investment Partners, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about David L. Baker is available on the SEC’s website at www.adviserinfo.sec.gov. 17 | P a g e  Educational Background and Business Experience David Lawrence Baker Year of birth: 1970 Formal education:  University of Kansas – 1994  University of Madrid – 1993  University of Guadalajara – 1990 University of Arizona, Tucson – 1989 to 1993 Business background:  Legacy Investment Partners, LLC, Chief Compliance Officer, (01/23 – Present)  Legacy Investment Partners, LLC, Managing Member, (10/04 –Present)  Legacy Investment Management, LLC, Managing Member, (08/07 – 12/08)  Purshe Kaplan Sterling Investments, Registered Representative, (12/04 – 04/06)  Cambridge Investment Research, Inc., Registered Representative, (10/04 – 12/04)  Wachovia Securities, Inc., Senior Vice President Investment Officer (06/02 – 10/04)  First Union Securities, Senior Vice President Investment Officer (07/00 – 06/02)  George K. Baum & Co., Registered Representative, (10/97 – 07/00 Disciplinary Information David Lawrence Baker has not been the subject of any legal or disciplinary event. Other Business Activities Our advisory representatives are insurance agents and licensed with various insurance companies. Commissions will be earned by our financial advisors if insurance products are purchased through these insurance companies. 18 | P a g e  Please be aware we are paid commissions as compensation when we sell insurance products. Commission payments create a conflict of interest if advisors make recommendations based upon the amount of their compensation rather than the need of the client. The Advisors at Legacy Investment Partners LLC have a duty at all times to place your needs ahead of theirs and avoid any conflict of interest. We will explain the specific costs associated with any recommended investments with you upon request. Additional Compensation Mr. Baker does not receive any additional compensation other than the compensation disclosed in Item 4 of this brochure supplement. Supervision Mr. Baker is the Managing Member and Chief Compliance Officer. Mr. Baker can be reached at 913.696.1550. Mr. Baker will adhere to our processes and procedures as described in our firm’s Code of Ethics. Legacy Investment Partners will monitor the advice given to you by performing the following reviews: • A review of relevant account opening documentation when the relationship is established • A daily review of account transactions, • Review custodial information on a quarterly basis to assess account activity, • Perform annual oversight of your current financial situation, objectives, and individual investment needs • A review of client correspondence on an as needed basis. 19 | P a g e  Legacy Investment Partners, LLC David William Goeglein, CFA 6240 West 135th Street, Suite 175 Overland Park, KS 66223 913.696.1550 legacyip.com Brochure Supplement February 2026 This brochure supplement provides information about David William Goeglein that supplements the Legacy Investment Partners, LLC brochure. You should have received a copy of that brochure. Please contact David L. Baker, Managing Member and Chief Compliance Officer, if you did not receive Legacy Investment Partners, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about David William Goeglein is available on the SEC’s website at www.adviserinfo.sec.gov.  Educational Background and Business Experience David William Goeglein Year of birth: 1987 Formal education:  Concordia University – 2010; B.S., Accounting and Business Administration Business background:  Legacy Investment Partners, LLC, Advisory Representative, (06/10 –Present)  Concordia University; Economics Tutor (2008 – 2010)  Legacy Investment Partners, LLC, Intern (05/08 – 06/10)  Blue Hills Country Club; Bag Staff (2002 – 2007) Professional Designations Chartered Financial Analyst The Chartered Financial Analyst (CFA) designation, or CFA charter, has become a respected and recognized investment credential. To earn a CFA charter, you must have four years of qualified investment work experience, become a member of CFA Institute become a member of CFA Institute, pledge to adhere to Code of Ethics and Standards of Professional Conduct on an annual basis, apply for membership to a local CFA member society, and complete the CFA Program. The CFA Program is organized into three levels, each culminating in a six-hour exam. Completing the program takes most candidates between two and five years (there is no limit to the number of times you can take each exam), but you can take as long as you need to complete the program. Disciplinary Information David William Goeglein has not been the subject of any legal or disciplinary event. 21 | P a g e  Other Business Activities Mr. Goeglein is not engaged in any business activities other than those related to Legacy Investment Partners, LLC. Additional Compensation advisory representatives are licensed with various Our insurance also companies. Commissions will be earned by our financial advisors if insurance products are purchased through these insurance companies. Please be aware we are paid commissions as compensation when we sell insurance products. Commission payments create a conflict of interest if advisors make recommendations based upon the amount of their compensation rather than the need of the client. The Advisors at Legacy Investment Partners LLC have a duty at all times to place your needs ahead of theirs and avoid any conflict of interest. We will explain the specific costs associated with any recommended investments with you upon request. Supervision Mr. Goeglein is supervised by David Baker, Managing Member and Chief Compliance Officer. Mr. Baker can be reached at 913.696.1550. We supervise Mr. Goeglein by requiring that he adhere to our processes and procedures as described in our firm’s Code of Ethics. We will monitor the advice that Mr. Goeglein gives to you by performing the following reviews: • A review of relevant account opening documentation when the relationship is established • A daily review of account transactions, • Review custodial information on a quarterly basis to assess account activity, • Perform annual oversight so that Mr. Goeglein is aware of your current financial situation, objectives, and individual investment needs • A review of client correspondence on an as needed basis. 22 | P a g e 

Legacy Investment Partners, LLC 6240 West 135th Street, Suite 175 Overland Park, KS 66223 913.696.1550 legacyip.com Managed Accounts Program Wrap Fee Disclosure Brochure February 2026 This wrap fee program brochure provides information about the qualifications and business practices of Legacy Investment Partners, LLC. If you have any questions about the contents of this brochure, please contact us at 913.696.1550. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Legacy Investment Partners, LLC is a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Additional information about Legacy Investment Partners, LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. Our CRD Number is 133014. 1 | P a g e  Material Changes Legacy Investment Partners, LLC (“Legacy Investment, we, us, our, ours”) provides it disclosure brochure (“brochure”) to you initially when you enter into an advisory agreement with us. We offer or deliver an updated brochure to you annually. No later than April 29 each year, we will provide a summary of material changes that have been made to our brochure since its last annual update. We may also provide updated disclosure information about material changes on a more frequent basis. Any summaries of changes will include the date of our last annual update of our brochure. Since filing our last annual amendment update in January 2025, we have made no material changes to this brochure. Our current brochure can be requested by contacting David Baker, Managing Member and Chief Compliance Officer, at 913.696.1550. We will provide you with a brochure at any time without charge. Our brochure and other information about us and about persons affiliated with us who are registered as our investment adviser representatives (“your advisory representative”) is also available via the SEC’s website, at www.adviserinfo.sec.gov. Information regarding your advisory representative can also be found in the supplement to this brochure. 2 | P a g e  Table of Contents Services, Fees and Compensation ............................................................................................... 4 Account Requirements and Types of Clients ................................................................................ 8 Portfolio Manager Selection and Evaluation ................................................................................. 9 Advisory Business ......................................................................................................................... 9 Performance-Based Fees ........................................................................................................... 11 Methods of Analysis, Investment Strategies and Risk of Loss ................................................... 11 Voting Client Securities ............................................................................................................... 12 Client Information Provided to Portfolio Managers ..................................................................... 12 Client Contact with Portfolio Managers ....................................................................................... 13 Additional Information ................................................................................................................. 13 Disciplinary Information ............................................................................................................... 13 Other Financial Industry Activities and Affiliations ...................................................................... 13 Code of Ethics; Participation or Interest in Client Transactions and Personal Trading ............... 13 Review of Accounts .................................................................................................................... 14 Client Referrals and Other Compensation .................................................................................. 15 Financial Information ................................................................................................................... 16 Brochure Supplements ............................................................................................................... 17 3 | P a g e  Services, Fees and Compensation We act as portfolio managers for the Managed Accounts Program. We work with you to identify your investment goals and objectives as well as risk tolerance in order to create an initial portfolio allocation designed to complement your financial situation and personal circumstances. Accounts will be managed based on your individual needs. We will periodically review and update your financial circumstances and investment objectives; however, it is your responsibility to notify us of any material changes to your financial situation. Product recommendations under this platform may include but are not limited to, equities, corporate debt securities, municipals bonds, mutual funds, government securities, and options. We directly manage and diversify your portfolio based upon your individual investment needs and objectives. Restrictions and guidelines that you impose effect the composition and performance of portfolios. For this reason, performance of portfolios within the same investment objective may differ. Clients involved in the Managed Accounts Program will have their transactions costs bundled with the advisory fee. Securities and funds are selected with the aid of fundamental analysis and the review of independent research, news sources, corporate documents such as annual and quarterly reports and press releases and rating services. You have the opportunity to place reasonable restrictions on the type of investments to be held in your portfolio. We will periodically review and update your financial circumstances and investment objectives. You should notify us promptly if there are any changes in your financial situation or investment objectives. We offer our Managed Account Program on a wrap-fee basis only. Wrap fee structures allow you to pay an all-inclusive fee which includes:  investment management fees shared by our firm, our advisory representatives, and, in some instances, the broker dealer of advisory representatives who are also registered as representatives of the broker-dealer;  execution and clearing costs;  transaction costs – if applicable – which may be paid to purchase and sell securities in your account; and  custody fees. 4 | P a g e  Below is the schedule of fees charged by Legacy Investment in connection with the Managed Account Program. The fee charged is not charged on the basis of a share of capital gains upon or capital appreciation of the funds or any portion of the funds of an advisory client. Assets under Management Annual Fee Up to $3,000,000 Over $3,000,000 1.50% Negotiable All fees are negotiable at our sole discretion. The asset-based fee is calculated on the value of the account on the last day of the calendar month or quarter. Advisory fees are payable in advance or in arrears and determined at the time the advisory agreement is signed. The fee is based upon the value of the account as calculated by the custodian. Fees for the initial billing period will be adjusted pro-rata based upon the number of calendar days in the billing period that the adviser agreement goes into effect. For any deposits or withdrawal of funds or securities (in excess of 10% of the value of an account) within a billing period, Advisor will prorate the fee due at the end of the billing period based on the number of days the assets were in the advisory account. Legacy Investment has the right to change any or all of its fee schedules with 30 days written notice. A client agreement may be canceled by either party for any reason upon receipt of 30 days written notice. Upon termination of an account, any prepaid, unearned fees will be refunded. Any earned unpaid fees will be due and payable. The client has the right to terminate an agreement within five business days after entering into it without owing Legacy Investment any fees. As authorized in the Client Agreement, the account custodian withdraws advisory fees directly from the client’s account according to the custodian’s policies, practices and procedures. The custodian sends the client a statement, at least quarterly, indicating all the amounts disbursed from the account, including the amount of advisory fees. It is client’s responsibility, not the custodian’s, to verify the accuracy of the billing amount. Advisor does not hold customer funds or securities. Legacy Investment will not have the authority to withdraw funds or take custody of client funds or securities other than where the client has authorized the deduction of investment advisory fees 5 | P a g e  via a qualified custodian or has authorized Legacy Investment to move money from a client’s account to a third-party account per a standing letter of authorization (SLOA). You should note that the same (or similar) services as those described above may be available from other sources at a lower cost to you. You should consider that depending upon the level of the wrap fee charges, the amount of portfolio activity in your account, the value of services that are provided, and other factors, a wrap fee may exceed the aggregate cost of services if they were to be provided separately. A non-wrapped pricing arrangement may be more cost effective for accounts that do not experience frequent trading activity. The wrap fee does not include mark-ups, markdowns, or payment of brokerage commissions for transactions made by a broker-dealer other than the custodian. Client Responsibility for Third-Party Fees In addition to our fee, you will be required to pay other charges such as:  custodial fees;  SEC fees;  internal fees and expenses charged by mutual funds or exchange traded funds (“ETFs”);  maintenance and termination fees associated with IRAs and certain; retirement and qualified accounts; and  other fees and taxes on brokerage accounts and securities transactions. Mutual fund companies, ETFs, and variable annuity issuers charge internal fees and expenses for their products. These fees and expenses are in addition to any advisory fees charged by us. Complete details of these internal fees and expenses are explained in the prospectuses for each investment. You are strongly encouraged to read these explanations before investing any money. You may ask us any questions you have about fees and expenses. While you can purchase shares of mutual funds directly from the mutual fund company without a transaction fee, those investments would not be part of our advisory relationship with you. This means that they would not be included in our investment strategies, investment performance monitoring, or portfolio reallocations. The custodian of the account holds all customer assets. Legacy Investment does not hold customer funds or securities. 6 | P a g e  Advisory representatives may recommend our wrap program to you and, as a result of your participation in this program, will receive a portion of the fee charged by us. These payments may be made as long as you participate in the program and may be greater than other forms of compensation had you paid separately for investment advice, brokerage and other services provided to you as part of a wrap fee program. As a result, our advisory representatives have a financial incentive to recommend this program over other programs or services that may be available to you. Retirement Plan Rollover Recommendations When we provide investment advice about your retirement plan account or individual retirement account (“IRA”) including whether to maintain investments and/or proceeds in the retirement plan account, roll over such investment/proceeds from the retirement plan account to a IRA or make a distribution from the retirement plan account, we acknowledge that Legacy Investment Partners, LLC is a “fiduciary” within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”) as applicable, which are laws governing retirement accounts. The way Legacy Investment Partners, LLC makes money creates conflicts with your interests so Legacy Investment Partners, LLC operates under a special rule that requires Legacy Investment Partners, LLC to act in your best interest and not put our interest ahead of you.  Under this special rule’s provisions, Legacy Investment Partners, LLC must as Meet a professional standard of care when making investment Never put the financial interests of Legacy Investment Partners, LLC Avoid misleading statements about conflicts of interest, fees, and Follow policies and procedures designed to ensure that Legacy Charge no more than is reasonable for the services of Legacy Investment a fiduciary to a retirement plan account or IRA under ERISA/IRC: • recommendations (e.g., give prudent advice); • ahead of you when making recommendations (e.g., give loyal advice); • investments; • Investment Partners, LLC gives advice that is in your best interest; • Partners, LLC; and • Give Client basic information about conflicts of interest.  To the extent we recommend you roll over your account from a current retirement plan account to an individual retirement account managed by Legacy Investment Partners, LLC, please know that Legacy Investment Partners, LLC and our investment adviser representatives] have a conflict of interest. 7 | P a g e   We can earn increased investment advisory fees by recommending that you roll over your account at the retirement plan to an IRA managed by Legacy Investment Partners, LLC. We will earn fewer investment advisory fees if you do not roll over the funds in the retirement plan to an IRA managed by Legacy Investment Partners, LLC.  Thus, our investment adviser representatives have an economic incentive to recommend a rollover of funds from a retirement plan to an IRA which is a conflict of interest because our recommendation that you open an IRA account to be managed by our firm can be based on our economic incentive and not based exclusively on whether or not moving the IRA to our management program is in your overall best interest.  We have taken steps to manage this conflict of interest. We have adopted an impartial conduct standard whereby our investment adviser representatives will (i) provide investment advice to a retirement plan participant regarding a rollover of funds from the retirement plan in accordance with the fiduciary status described below, (ii) not recommend investments which result in Legacy Investment Partners, LLC receiving unreasonable compensation related to the rollover of funds from the retirement plan to an IRA, and (iii) fully disclose compensation received by Legacy Investment Partners, LLC and our supervised persons and any material conflicts of interest related to recommending the rollover of funds from the retirement plan to an IRA and refrain from making any materially misleading statements regarding such rollover.  When providing advice to your regarding a retirement plan account or IRA, our investment advisor representatives will act with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk, tolerance, financial circumstances, and a client’s needs, without regard to the financial or other interests of Legacy Investment Partners, LLC or our affiliated personnel. Account Requirements and Types of Clients As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $25,000. We, at our sole discretion, may accept 8 | P a g e  clients with smaller portfolios based upon certain factors including:  anticipated future earning capacity,  anticipated future additional assets,  account composition,  related accounts, and  pre-existing client relationships. We may consider the portfolios of your family members to determine if your portfolio meets the minimum size requirement. We provide advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. We also provide services to corporations or business entities including their pension and profit sharing plans. Portfolio Manager Selection and Evaluation You can also find Your Advisory Representative is the portfolio manager available with respect to the Program. Please refer to your Advisor’s Supplement to this Brochure for information about his or her business education, business experience, and disciplinary information. information about your Advisor at www.adviserinfo.sec.gov. Advisory Business Investment Supervisory Services We provide investment advice in the form of investment supervisory services, on a discretionary or nondiscretionary basis. We actively manage accounts with a thorough allocation of assets. We monitor this allocation based on suitability, and actively reallocate the investments based on suitability and changes in the underlying investments. We place your assets in mutual funds, stocks, bonds and option strategies. You may be placed on margin according to your authorization. The mutual funds are no load or available at net asset value. Financial Planning We render financial planning services. We determine with you the nature and extent of the financial planning services at the time you enter into an agreement with us. 9 | P a g e  You retain the actual responsibility and authority to implement recommendations in the financial plan we present. We may assist in the implementation at your request. You may also receive financial planning services as part of our investment supervisory services at no additional charge. In managing your investment portfolio, we consider your  financial situation,  risk tolerance,  investment horizon,  liquidity needs,  tax considerations,  investment objectives, and  any other issues important to your state of affairs. You should notify us promptly if there are any changes in your financial situation or investment objectives or if you wish to impose any reasonable restrictions upon the management of your account. Pension Consulting Services We offer the following services related to 401k plans:  Plan needs assessment  Advice in selection of a 401K Provider  Plan Participant enrollment and ongoing education  Investment options and ongoing monitoring  Conducting reviews and meeting with Trustees and Plan Sponsors The Managed Accounts Program The Managed Accounts Program is a wrap fee program. The fee you pay in this program covers our advisory fee and all brokerage commissions and other trading costs of transactions placed through the program. We do not manage wrap fee accounts differently than we manage non-wrapped accounts. We receive a portion of the wrap fee for our services. Assets Under Management As of December 31, 2025, we managed approximately $393,982,670 in client assets on investment decisions and a discretionary basis, where we made all of the 10 | P a g e  approximately $9,133,738 in client assets were managed on a non-discretionary basis for a total of $403,116,408 in assets under management. Performance-Based Fees We do not charge performance-based fees on any of our client accounts. Performance-based fees are designed to give a portion of the returns of an investment to the investment adviser as a reward for positive performance. The fee is generally a percentage of the profits made on the investments. Methods of Analysis, Investment Strategies and Risk of Loss We select specific investments for your portfolios through the use of fundamental analysis. Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its underlying assets. It entails studying overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earnings, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the issuing company’s security to determine whether to purchase, sell or hold the security. Cyclical analysis is a form of fundamental analysis that involves the process of making investment decisions based on the different stages of an industry at a given point in time. Charting involves identifying patterns that can suggest future activity in price movements. A chart pattern is a distinct formation on a stock chart that creates a trading signal or a sign of future price movements. Chartists use these patterns to identify current trends and trend reversals to trigger buy and sell signals. Some of the chart types are Line Charts, Bar Charts, Candlestick, Point and Figure, etc. Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security's intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity. Our investment strategies may include long-term and short-term purchases and sales, trading, and the use of options, and margin. You can place reasonable restrictions on 11 | P a g e  the strategies to be employed in your portfolio and the types of investments to be held in your portfolio. Although we manage your portfolio in a manner consistent with your risk tolerances, we cannot guarantee that our efforts will be successful. General economic conditions, current interest rates, the performance of a particular industry or a particular company, and any number of other factors can affect investment performance. You should be prepared to bear the risk of loss. All investments are subject to loss, including (among other things) loss of principal, a reduction in earnings (including interest, dividends and other distributions), and the loss of future earnings. You must also be aware that the use of margin and options are higher risk strategies. It is possible to lose all of the principal you invest, and sometimes more. In a cash account, your risk is limited to the amount of money that you have invested. In a margin account, your risk includes the amount of money invested plus the amount that has been loaned to you. Voting Client Securities We do not take any action or give any advice with respect to voting of proxies solicited by or with respect to the issuers of securities in which your accounts may be invested. In addition, we do not take any action or give any advice with respect to any securities held in any accounts that are named in or subject to class action lawsuits. We will, however, forward to you any information received by us regarding proxies and class action legal matters involving any securities held in your accounts. Client Information Provided to Portfolio Managers We work with you to identify your investment goals and objectives as well as risk tolerance in order to create an initial portfolio allocation designed to complement your financial situation and personal circumstances. We obtain this information from you through personal interviews, account opening documents, your investment guidelines, and reports. relating to the performance of your account. We will update this information annually and as you inform us of any changes. Your privacy is important to us. We protect your information in accordance with our Privacy Policy which has been provided to you. 12 | P a g e  Client Contact with Portfolio Managers You have ready access to your advisory representative/portfolio manager. Advisory representatives are not required to be available for unscheduled or unannounced visits or calls by clients. However, advisory representatives are expected to periodically meet with clients and should generally be available to take client telephone calls on advisory-related matters. Additional Information Disciplinary Information We have not been the subject of any legal or disciplinary events that would be material to your evaluation of our business or the integrity of our management. Other Financial Industry Activities and Affiliations advisory representatives are licensed with various Our insurance also companies. Commissions will be earned by our financial advisors if insurance products are purchased through these insurance companies. Please be aware we are paid commissions as compensation when we sell insurance products. Commission payments create a conflict of interest if advisors make recommendations based upon the amount of their compensation rather than the need of the client. The Advisors at Legacy Investment Partners LLC have a duty at all times to place your needs ahead of theirs and avoid or mitigate conflicts of interest. We will explain the specific costs associated with any recommended investments with you upon request. Code of Ethics; Participation or Interest in Client Transactions and Personal Trading We have adopted a Code of Ethics (“Code”) to address the securities-related conduct of our advisory representatives and employees. An Investment Adviser is considered a fiduciary. As a fiduciary, it is our responsibility to provide fair and full disclosure of all material facts and to act solely in the best interest of each of our clients at all times. Our fiduciary duty is the core underlying principal for our Code of Ethics. The Code includes our policies and procedures developed to protect your interests in relation to the following: 13 | P a g e   the duty at all times to place your interests ahead of ours;  that all personal securities transactions of our advisory representatives and employees be conducted in a manner consistent with the Code and avoid or mitigate conflicts of interest, or any abuse of an advisory representative’s or employee’s position of trust and responsibility;  that advisory representatives may not take inappropriate advantage of their positions;  that information concerning the identity of your security holdings and financial circumstances are confidential; and  that independence in the investment decision-making process is paramount. We will provide a copy of the Code to you or any prospective client upon request. We do not buy or sell securities for our firm that we also recommend to clients. Our advisory representatives and employees are permitted to buy or sell the same securities for their personal and family accounts that are bought or sold for your account(s). The personal securities transactions by advisory representatives and employees raise conflicts of interest when they trade in a security that is:  owned by you or  considered for purchase or sale for you. We have adopted policies and procedures that are intended to address these conflicts of interest. These policies and procedures:  require our advisory representatives and employees to act in your best interest,  prohibit favoring one client over another, and Advisory representatives and employees must follow our procedures when purchasing or selling the same securities purchased or sold for you. Review of Accounts Managed Account Program client assets will be reviewed on an ongoing basis. Individual accounts are analyzed on at least a quarterly basis. Financial planning clients will receive those reviews and reports for which they contract Legacy Investment to prepare. 14 | P a g e  We will conduct client meetings at least annually. These reviews include an assessment of the program. More frequent reviews can be triggered by such variables as market and economic conditions, political circumstances and your individual needs and goals. All reviews will be performed by the investment advisory representative responsible for the individual account. You will receive statements from the custodian/broker-dealer at least quarterly. These statements identify your current investment holdings, the cost of each of those investments, and their current market values. Client Referrals and Other Compensation We may enter into various written compensation agreements with certain unaffiliated parties, referred to as a Solicitation Agreement. We will pay these parties a percentage of the fee paid by referred clients. These payments are a portion of the fee charged by Legacy Investment and do not result in an increase in the amount of the fee paid by clients. Any solicitation or referral arrangements will comply with applicable laws that govern:  the nature of the service,  fees to be paid,  disclosures to clients and  any necessary client consents. Additionally, we receive certain economic benefits as a result of our participation in the institutional brokerage programs of Fidelity Brokerage Services, LLC (“Fidelity”) and Schwab Advisor Services division of Charles Schwab & Co., Inc. (“Schwab”). These benefits include products and services that assist us in managing and administering client accounts, including access to investments generally available to institutional investors, software, technology, and research. The availability of the custodians’ products and services is based solely on our participation in their programs, and not on the provision of any particular investment advice. We generally recommend that the broker-dealer/custodian for your Wrap Fee Program account be either Charles Schwab and Company, Inc. (“Schwab”) or Fidelity Brokerage Services, LLC (“Fidelity”). We are independently owned and operated and not affiliated with Schwab or Fidelity. We do not enter into soft dollar arrangements 15 | P a g e  with any custodian. The benefits we received are more fully described in our Part 2A Disclosure Brochure in the section entitled “Brokerage Practices”. Financial Information We have no financial commitment that impairs our ability to meet contractual and fiduciary commitments to you and we have not been the subject of a bankruptcy proceeding. 16 | P a g e  Legacy Investment Partners, LLC David Lawrence Baker 6240 West 135th Street, Suite 175 Overland Park, KS 66223 913.696.1550 legacyip.com Brochure Supplement February 2026 This brochure supplement provides information about David Lawrence Baker that supplements the Legacy Investment Partners, LLC brochure. You should have received a copy of that brochure. Please contact David L. Baker, Managing Member and Chief Compliance Officer, if you did not receive Legacy Investment Partners, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about David Lawrence Baker is available on the SEC’s website at www.adviserinfo.sec.gov. 17 | P a g e  Educational Background and Business Experience David Lawrence Baker Year of birth: 1970 Formal education:  University of Kansas – 1994  University of Madrid – 1993  University of Guadalajara – 1990 University of Arizona, Tucson – 1989 to 1993 Business background:  Legacy Investment Partners, LLC, Chief Compliance Officer, (01/23 – Present)  Legacy Investment Partners, LLC, Managing Member, (10/04 –Present)  Legacy Investment Management, LLC, Managing Member, (08/07 – 12/08 )  Purshe Kaplan Sterling Investments, Registered Representative, (12/04 – 04/06)  Cambridge Investment Research, Inc., Registered Representative, (10/04 – 12/04)  Wachovia Securities, Inc., Senior Vice President Investment Officer (06/02 – 10/04 )  First Union Securities, Senior Vice President Investment Officer (07/00 – 06/02)  George K. Baum & Co., Registered Representative, (10/97 – 07/00 Disciplinary Information David Lawrence Baker has not been the subject of any legal or disciplinary event. Other Business Activities advisory representatives are licensed with various insurance also Our companies. Commissions will be earned by our financial advisors if insurance products are purchased through these insurance companies. 18 | P a g e  Please be aware we are paid commissions as compensation when we sell insurance products. Commission payments create a conflict of interest if advisors make recommendations based upon the amount of their compensation rather than the need of the client. The Advisors at Legacy Investment Partners LLC have a duty at all times to place your needs ahead of theirs and avoid or mitigate conflicts of interest. We will explain the specific costs associated with any recommended investments with you upon request. Additional Compensation Mr. Baker does not receive any additional compensation other than the compensation disclosed in Item 4 of this brochure supplement. Supervision Mr. Baker is the Managing Member and Chief Compliance Officer. Mr. Baker can be reached at 913.696.1550. Mr. Baker will adhere to our processes and procedures as described in our firm’s Code of Ethics. Legacy Investment Partners will monitor the advice given to you by performing the following reviews: • A review of relevant account opening documentation when the relationship is established • A daily review of account transactions, • Review custodial information on a quarterly basis to assess account activity, • Perform annual oversight of your current financial situation, objectives, and individual investment needs • A review of client correspondence on an as needed basis. 19 | P a g e  Legacy Investment Partners, LLC David William Goeglein, CFA 6240 West 135th Street, Suite 175 Overland Park, KS 66223 913.696.1550 legacyip.com Brochure Supplement February 2026 This brochure supplement provides information about David William Goeglein that supplements the Legacy Investment Partners, LLC brochure. You should have received a copy of that brochure. Please contact David L. Baker, Managing Member and Chief Compliance Officer, if you did not receive Legacy Investment Partners, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about David William Goeglein is available on the SEC’s website at www.adviserinfo.sec.gov. 20 | P a g e  Educational Background and Business Experience David William Goeglein Year of birth: 1987 Formal education:  Concordia University – 2010; B.S., Accounting and Business Administration Business background:  Legacy Investment Partners, LLC, Advisory Representative, (06/10 –Present)  Concordia University; Economics Tutor (2008 – 2010)  Legacy Investment Partners, LLC, Intern (05/08 – 06/10)  Blue Hills Country Club; Bag Staff (2002 – 2007) Professional Designations Chartered Financial Analyst The Chartered Financial Analyst (CFA) designation, or CFA charter, has become a respected and recognized investment credential. To earn a CFA charter, you must have four years of qualified investment work experience, become a member of CFA Institute become a member of CFA Institute, pledge to adhere to Code of Ethics and Standards of Professional Conduct on an annual basis, apply for membership to a local CFA member society, and complete the CFA Program. The CFA Program is organized into three levels, each culminating in a six-hour exam. Completing the program takes most candidates between two and five years (there is no limit to the number of times you can take each exam), but you can take as long as you need to complete the program. Disciplinary Information David William Goeglein has not been the subject of any legal or disciplinary event. 21 | P a g e  Other Business Activities Mr. Goeglein is not engaged in any business activities other than those related to Legacy Investment Partners, LLC. Additional Compensation advisory representatives are licensed with various Our insurance also companies. Commissions will be earned by our financial advisors if insurance products are purchased through these insurance companies. Please be aware we are paid commissions as compensation when we sell insurance products. Commission payments create a conflict of interest if advisors make recommendations based upon the amount of their compensation rather than the need of the client. The Advisors at Legacy Investment Partners LLC have a duty at all times to place your needs ahead of theirs and avoid or mitigate conflicts of interest. We will explain the specific costs associated with any recommended investments with you upon request. Supervision Mr. Goeglein is supervised by David Baker, Managing Member and Chief Compliance Officer. Mr. Baker can be reached at 913.696.1550. We supervise Mr. Goeglein by requiring that he adhere to our processes and procedures as described in our firm’s Code of Ethics. We will monitor the advice that Mr. Goeglein gives to you by performing the following reviews: • A review of relevant account opening documentation when the relationship is established • A daily review of account transactions, • Review custodial information on a quarterly basis to assess account activity, • Perform annual oversight so that Mr. Goeglein is aware of your current financial situation, objectives, and individual investment needs • A review of client correspondence on an as needed basis. 22 | P a g e