# Legacy Advisors

> Legacy Advisors is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 4, 2026.

- CRD: 338041
- Filed as: LEGACY ADVISORS
- Legal name: Legacy Covenant LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in West Virginia
- Filing period: October 2026
- Form ADV filing dated: January 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338041
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-advisors-338041

## Quick answers

**How is Legacy Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Advisors 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 Legacy Advisors registered with the SEC or a state?**
Legacy Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338041.

**How much does Legacy Advisors manage?**
Legacy Advisors reports $475,705 in regulatory assets under management in its Form ADV filing dated January 4, 2026 (0% discretionary).

**What types of clients does Legacy Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does 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/338041

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $475,705
- Discretionary: $0
- Non-discretionary: $475,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $475,705 |

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

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

### Websites listed on Form ADV (Item 1.I)
- legacyadvisorswv.com
- reddit.com/user/LegacyAdvisorsWV
- Facebook @LegacyAdvisors
- LinkedIn @legacyadvisorswv
- TikTok @legacy.advisors.wv
- X @LegacyAdvisorWV
- YouTube @LegacyAdvisorsWV

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Advisors (CRD 338041): Form ADV filing data as of October 2026.