# Angel Legacy Advisors, LLC

> Angel Legacy Advisors, LLC is a state-registered investment advisory firm in Lubbock, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 337395
- Filed as: ANGEL LEGACY ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lubbock, TX
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337395
- AdvisorCensus page: https://advisorcensus.com/firm/angel-legacy-advisors-llc-lubbock-tx-337395

## Quick answers

**How is Angel Legacy Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Angel Legacy Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Angel Legacy Advisors, LLC located?**
Angel Legacy Advisors, LLC's principal office is in Lubbock, TX, according to its Form ADV.

**Is Angel Legacy Advisors, LLC registered with the SEC or a state?**
Angel Legacy Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337395.

**How much does Angel Legacy Advisors, LLC manage?**
Angel Legacy Advisors, LLC reports $2,245,188 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Angel Legacy Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Angel Legacy Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337395

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,245,188
- Discretionary: $2,245,188
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,245,188 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- angellegacyadvisors.com
- Facebook facebook.com
- Instagram @angellegacyadvisors
- LinkedIn @angel-legacy-advisors
- YouTube @UC-cFAfkqrcD7NOsrn9xgw5g

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Angel Legacy Advisors, LLC (CRD 337395): Form ADV filing data as of October 2026.