# Legacy Partner Group

> Legacy Partner Group is a state-registered investment advisory firm in Duluth, GA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 335418
- Filed as: LEGACY PARTNER GROUP
- Legal name: Legacy Partner Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Duluth, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335418
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-partner-group-duluth-ga-335418

## Quick answers

**How is Legacy Partner Group compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Partner Group 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 Partner Group located?**
Legacy Partner Group's principal office is in Duluth, GA, according to its Form ADV.

**Is Legacy Partner Group registered with the SEC or a state?**
Legacy Partner Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335418.

**How much does Legacy Partner Group manage?**
Legacy Partner Group reports $85,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Legacy Partner Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (9).

**Does Legacy Partner 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/335418

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $85,000,000
- Discretionary: $85,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $47,000,000 |
| High net worth individuals | 9 | $38,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Partner Group (CRD 335418): Form ADV filing data as of October 2026.