# Legacy Investment Partners, LLC

> Legacy Investment Partners, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 133014
- Filed as: LEGACY INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133014
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-investment-partners-llc-overland-park-ks-133014

## Quick answers

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

**Where is Legacy Investment Partners, LLC located?**
Legacy Investment Partners, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Legacy Investment Partners, LLC registered with the SEC or a state?**
Legacy Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 133014.

**How much does Legacy Investment Partners, LLC manage?**
Legacy Investment Partners, LLC reports $403,116,408 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (98% discretionary).

**How have Legacy Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Legacy Investment Partners, LLC: Regulatory assets under management: $184,889,486 in the October 2021 data and $403,116,408 in the October 2026 data, up 118%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (72); charitable organizations (6).

**Which custodians does Legacy Investment Partners, LLC use?**
Legacy Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Legacy Investment Partners, LLC 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/133014

**Does Legacy Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "As a condition for starting and maintaining a n advisory relationship, we generally require a minimum portfolio size of $ 25,000." "We, at our sole discretion, may accept clients with smaller portfolios based upon certain factors including anticipated future earning capacity, anticipated future additional assets, account composition, related accounts, and pre -existing client relationships."

**What changed in Legacy Investment Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $317,243,074 to $403,116,408 (+27%).

## 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 February 6, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> As a condition for starting and maintaining a n advisory relationship, we generally require a minimum portfolio size of $ 25,000.

> We, at our sole discretion, may accept clients with smaller portfolios based upon certain factors including anticipated future earning capacity, anticipated future additional assets, account composition, related accounts, and pre -existing client relationships.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

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: $403,116,408
- Discretionary: $393,982,670
- Non-discretionary: $9,133,738

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $23,068,150 |
| High net worth individuals | 72 | $371,866,925 |
| 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 | 6 | $3,695,751 |
| 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 | 1 | $4,485,582 |
| 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (21 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: KS, MO, NC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [legacyip.com](https://legacyip.com)
- LinkedIn @LEGACY-INVESTMENT-PARTNERS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,889,486 | 4 | March 12, 2021 |
| October 2022 | $194,633,638 | 3 | June 2, 2022 |
| October 2023 | $232,600,288 | 3 | January 30, 2023 |
| October 2024 | $276,586,348 | 4 | February 16, 2024 |
| October 2025 | $317,243,074 | 4 | January 31, 2025 |
| October 2026 | $403,116,408 | 4 | February 6, 2026 |

Regulatory assets under management: $184,889,486 in the October 2021 data and $403,116,408 in the October 2026 data, up 118%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $317,243,074 to $403,116,408 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Investment Partners, LLC (CRD 133014): Form ADV filing data as of October 2026.