# Legacy Trust Advisors LLC

> Legacy Trust Advisors LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2021.

- CRD: 281257
- Filed as: LEGACY TRUST ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 26, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281257
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-trust-advisors-llc-281257

## Quick answers

**How is Legacy Trust Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Trust Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Legacy Trust Advisors LLC registered with the SEC or a state?**
Legacy Trust Advisors LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281257.

**How much does Legacy Trust Advisors LLC manage?**
Legacy Trust Advisors LLC reports $4,102,701 in regulatory assets under management in its Form ADV filing dated February 26, 2021 (100% discretionary).

**What types of clients does Legacy Trust Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (5); individuals (other than high net worth individuals) (4).

**Does Legacy Trust Advisors 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/281257

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,102,701
- Discretionary: $4,102,701
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $250,726 |
| Corporations or other businesses not listed above | 5 | $3,851,975 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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 Trust Advisors LLC (CRD 281257): Form ADV filing data as of October 2026.