# Legacy Advisory Limited Company

> Legacy Advisory Limited Company is a state-registered investment advisory firm in Overland Park, KS, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 300802
- Filed as: LEGACY ADVISORY LIMITED COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300802
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-advisory-limited-company-overland-park-ks-300802

## Quick answers

**How is Legacy Advisory Limited Company compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Advisory Limited Company 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 Legacy Advisory Limited Company located?**
Legacy Advisory Limited Company's principal office is in Overland Park, KS, according to its Form ADV.

**Is Legacy Advisory Limited Company registered with the SEC or a state?**
Legacy Advisory Limited Company is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300802.

**How much does Legacy Advisory Limited Company manage?**
Legacy Advisory Limited Company reports $101,896,911 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (88% discretionary).

**What types of clients does Legacy Advisory Limited Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (21); charitable organizations (2).

**Does Legacy Advisory Limited Company 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/300802

## 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: $101,896,911
- Discretionary: $90,138,847
- Non-discretionary: $11,758,064

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $32,899,745 |
| High net worth individuals | 21 | $68,572,742 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $424,424 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Advisory Limited Company (CRD 300802): Form ADV filing data as of October 2026.