# Legacy Financial Group

> Legacy Financial Group is a state-registered investment advisory firm in Torrance, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 115901
- Filed as: LEGACY FINANCIAL GROUP
- Legal name: Legacy Financial Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115901
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-financial-group-torrance-ca-115901

## Quick answers

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

**Where is Legacy Financial Group located?**
Legacy Financial Group's principal office is in Torrance, CA, according to its Form ADV.

**Is Legacy Financial Group registered with the SEC or a state?**
Legacy Financial Group is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 115901.

**How much does Legacy Financial Group manage?**
Legacy Financial Group reports $20,078,095 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (85% discretionary).

**What types of clients does Legacy Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (10).

**Does Legacy Financial Group 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/115901

## 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: $20,078,095
- Discretionary: $17,160,364
- Non-discretionary: $2,917,731

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $3,591,093 |
| High net worth individuals | 10 | $16,487,002 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, IL, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legfingrp.com
- Facebook @legfingrpllc
- LinkedIn @legacy-financial-group-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Financial Group (CRD 115901): Form ADV filing data as of October 2026.