# Legacy Investment Services, LLC

> Legacy Investment Services, LLC is a state-registered investment advisory firm in Rancho Cucamonga, CA, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 144127
- Filed as: LEGACY INVESTMENT SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rancho Cucamonga, CA
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144127
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-investment-services-llc-rancho-cucamonga-ca-144127

## Quick answers

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

**Where is Legacy Investment Services, LLC located?**
Legacy Investment Services, LLC's principal office is in Rancho Cucamonga, CA, according to its Form ADV.

**Is Legacy Investment Services, LLC registered with the SEC or a state?**
Legacy Investment Services, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144127.

**How much does Legacy Investment Services, LLC manage?**
Legacy Investment Services, LLC reports $47,675,563 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (0% discretionary).

**What types of clients does Legacy Investment Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (254).

**Does Legacy Investment Services, LLC 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/144127

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,675,563
- Discretionary: $0
- Non-discretionary: $47,675,563

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 254 | $47,675,563 |

### 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: 2008 (18 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, LA, NV, OR, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4mylegacy.com
- LinkedIn @legacy-investment-services-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Investment Services, LLC (CRD 144127): Form ADV filing data as of October 2026.