# Legatrust Financial Advisors, Inc.

> Legatrust Financial Advisors, Inc. is a state-registered investment advisory firm in Saint Louis, MO, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 152749
- Filed as: LEGATRUST FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Saint Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152749
- AdvisorCensus page: https://advisorcensus.com/firm/legatrust-financial-advisors-inc-saint-louis-mo-152749

## Quick answers

**How is Legatrust Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Legatrust Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Legatrust Financial Advisors, Inc. located?**
Legatrust Financial Advisors, Inc.'s principal office is in Saint Louis, MO, according to its Form ADV.

**Is Legatrust Financial Advisors, Inc. registered with the SEC or a state?**
Legatrust Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 152749.

**How much does Legatrust Financial Advisors, Inc. manage?**
Legatrust Financial Advisors, Inc. reports $25,150,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (68% discretionary).

**What types of clients does Legatrust Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (5).

**Does Legatrust Financial 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/152749

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,150,000
- Discretionary: $17,200,000
- Non-discretionary: $7,950,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,240,000 |
| High net worth individuals | 10 | $14,010,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,900,000 |

### 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: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [legatrust.com](https://legatrust.com)
- LinkedIn @legatrust-financial-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legatrust Financial Advisors, Inc. (CRD 152749): Form ADV filing data as of October 2026.