# Legacy Edge Advisors

> Legacy Edge Advisors is an SEC-registered investment advisory firm in Syosset, NY, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 328064
- Filed as: LEGACY EDGE ADVISORS
- Legal name: Legacy Edge Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Syosset, NY
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328064
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-edge-advisors-syosset-ny-328064

## Quick answers

**How is Legacy Edge Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Edge Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Legacy Edge Advisors charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states); Flat fee: $2,000 to $25,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Legacy Edge Advisors located?**
Legacy Edge Advisors' principal office is in Syosset, NY, according to its Form ADV; the May 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Legacy Edge Advisors registered with the SEC or a state?**
Legacy Edge Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328064.

**How much does Legacy Edge Advisors manage?**
Legacy Edge Advisors reports $1,228,771,954 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**How have Legacy Edge Advisors' assets and staff changed since 2023?**
In the Form ADV data for Legacy Edge Advisors: Regulatory assets under management: $0 in the October 2023 data and $1,228,771,954 in the October 2026 data. Total employees: 10 in October 2023 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Edge Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (442); individuals (other than high net worth individuals) (88); corporations or other businesses not listed above (2).

**Which custodians does Legacy Edge Advisors use?**
Legacy Edge Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Legacy Edge Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328064

**What changed in Legacy Edge Advisors' recent Form ADV filings?**
In the May 2026 filing data: Added an office in New York, NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)

> With respect to accounts to which we provide discretionary asset management services, we typically charge an annual fee ranging up to 2.50% of the value of your assets under our management in such account.

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Flat fee: $2,000 to $25,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $2,000 and $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,228,771,954
- Discretionary: $1,228,771,954
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $43,710,027 |
| High net worth individuals | 442 | $1,184,525,848 |
| 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 | 0 | $0 |
| 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 | 2 | $536,079 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 18 total, 16 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, MA, MD, NC, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Conshohocken, PA
- Lakewood, CO
- New York, NY
- Roseland, NJ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 10 | September 6, 2023 |
| October 2024 | $626,960,009 | 12 | July 25, 2024 |
| October 2025 | $896,164,407 | 14 | July 10, 2025 |
| October 2026 | $1,228,771,954 | 18 | April 16, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $1,228,771,954 in the October 2026 data.
Total employees: 10 in October 2023 and 18 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in New York, NY.

### April 2026
- Regulatory assets under management went from $896,164,407 to $1,228,771,954 (+37%).
- Employees performing advisory functions went from 14 to 16.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Edge Advisors (CRD 328064): Form ADV filing data as of October 2026.