# Acadia Legacy Group

> Acadia Legacy Group is an SEC-registered investment advisory firm in Clive, IA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 291481
- Filed as: ACADIA LEGACY GROUP
- Legal name: Acadia Legacy Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clive, IA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291481
- AdvisorCensus page: https://advisorcensus.com/firm/acadia-legacy-group-clive-ia-291481

## Quick answers

**How is Acadia Legacy Group compensated?**
On its Form ADV (Item 5.E, October 2026), Acadia Legacy Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Acadia Legacy Group charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $100 to $350 an hour (Financial Planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Acadia Legacy Group located?**
Acadia Legacy Group's principal office is in Clive, IA, according to its Form ADV.

**Is Acadia Legacy Group registered with the SEC or a state?**
Acadia Legacy Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 291481.

**How much does Acadia Legacy Group manage?**
Acadia Legacy Group reports $133,192,237 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Acadia Legacy Group's assets and staff changed since 2022?**
In the Form ADV data for Acadia Legacy Group: Regulatory assets under management: $113,000,971 in the October 2022 data and $133,192,237 in the October 2026 data, up 18%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acadia Legacy Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (18).

**Which custodians does Acadia Legacy Group use?**
Acadia Legacy Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Acadia Legacy Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291481

**Does Acadia Legacy Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "The Adviser usually does not require a minimum account size before accepting accounts for its various management services."

**What changed in Acadia Legacy Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $116,644,597 to $133,192,237 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> The Adviser usually does not require a minimum account size before accepting accounts for its various management services.

- Hourly rate: $100 to $350 an hour (Financial Planning services)

> The Adviser may also charge an hourly rate which will vary from $100 to $350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $133,192,237
- Discretionary: $133,192,237
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $3,876,048 |
| High net worth individuals | 18 | $129,316,189 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acadialegacygroup.com
- LinkedIn @acadia-legacy-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $113,000,971 | 3 | May 26, 2022 |
| October 2023 | $104,609,351 | 3 | September 5, 2023 |
| October 2024 | $110,362,435 | 4 | March 1, 2024 |
| October 2025 | $116,644,597 | 4 | February 5, 2025 |
| October 2026 | $133,192,237 | 4 | March 16, 2026 |

Regulatory assets under management: $113,000,971 in the October 2022 data and $133,192,237 in the October 2026 data, up 18%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $116,644,597 to $133,192,237 (+14%).

### January 2026
- No longer registered or notice-filed in AZ, CO, ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acadia Legacy Group (CRD 291481): Form ADV filing data as of October 2026.