# Donovan Legacy Advisors, LLC

> Donovan Legacy Advisors, LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 323659
- Filed as: DONOVAN LEGACY ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323659
- AdvisorCensus page: https://advisorcensus.com/firm/donovan-legacy-advisors-llc-323659

## Quick answers

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

**Is Donovan Legacy Advisors, LLC registered with the SEC or a state?**
Donovan Legacy Advisors, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323659.

**How much does Donovan Legacy Advisors, LLC manage?**
Donovan Legacy Advisors, LLC reports $6,515,856 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Donovan Legacy Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (1).

**Does Donovan 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/323659

**What changed in Donovan Legacy Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $3,959,164 to $6,515,856 (+65%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,515,856
- Discretionary: $6,515,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $746,186 |
| High net worth individuals | 4 | $5,769,670 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- donovanlegacyadvisors.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $3,959,164 to $6,515,856 (+65%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Donovan Legacy Advisors, LLC (CRD 323659): Form ADV filing data as of October 2026.