# Legacy Investment Advisors Inc.

> Legacy Investment Advisors Inc. is a state-registered investment advisory firm in Braintree, MA, registered since 2001, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 124554
- Filed as: LEGACY INVESTMENT ADVISORS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124554
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-investment-advisors-inc-braintree-ma-124554

## Quick answers

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

**Where is Legacy Investment Advisors Inc. located?**
Legacy Investment Advisors Inc.'s principal office is in Braintree, MA, according to its Form ADV.

**Is Legacy Investment Advisors Inc. registered with the SEC or a state?**
Legacy Investment Advisors Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 124554.

**How much does Legacy Investment Advisors Inc. manage?**
Legacy Investment Advisors Inc. reports $5,843,871 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**What types of clients does Legacy Investment Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (3).

**Does Legacy Investment Advisors Inc. 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/124554

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,843,871
- Discretionary: $0
- Non-discretionary: $5,843,871

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $243,000 |
| High net worth individuals | 7 | $5,600,871 |

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Investment Advisors Inc. (CRD 124554): Form ADV filing data as of October 2026.