# Defining Legacy Advisors

> Defining Legacy Advisors is a state-registered investment advisory firm in Greensboro, NC, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 299537
- Filed as: DEFINING LEGACY ADVISORS
- Legal name: Defining Legacy Financial Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299537
- AdvisorCensus page: https://advisorcensus.com/firm/defining-legacy-advisors-greensboro-nc-299537

## Quick answers

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

**Where is Defining Legacy Advisors located?**
Defining Legacy Advisors' principal office is in Greensboro, NC, according to its Form ADV.

**Is Defining Legacy Advisors registered with the SEC or a state?**
Defining Legacy Advisors is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299537.

**How much does Defining Legacy Advisors manage?**
Defining Legacy Advisors reports $13,611,284 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Defining Legacy Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (3).

**Does Defining Legacy Advisors 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/299537

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,611,284
- Discretionary: $13,611,284
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $8,480,485 |
| High net worth individuals | 3 | $5,130,799 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [defininglegacyadvisors.com](https://defininglegacyadvisors.com)
- LinkedIn @defining-legacy-advisors
- LinkedIn @matt-johnson-cfp®

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Defining Legacy Advisors (CRD 299537): Form ADV filing data as of October 2026.