# LFN Advisors Inc.

> LFN Advisors Inc. is an SEC-registered investment advisory firm in Muskegon, MI, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 169361
- Filed as: LFN ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Muskegon, MI
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169361
- AdvisorCensus page: https://advisorcensus.com/firm/lfn-advisors-inc-muskegon-mi-169361

## Quick answers

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

**Where is LFN Advisors Inc. located?**
LFN Advisors Inc.'s principal office is in Muskegon, MI, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is LFN Advisors Inc. registered with the SEC or a state?**
LFN Advisors Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 169361.

**How much does LFN Advisors Inc. manage?**
LFN Advisors Inc. reports $23,696,461 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**How have LFN Advisors Inc.'s assets and staff changed since 2021?**
In the Form ADV data for LFN Advisors Inc.: Regulatory assets under management: $0 in the October 2021 data and $23,696,461 in the October 2026 data. Total employees: 2 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 LFN Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179).

**Which custodians does LFN Advisors Inc. use?**
LFN Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does LFN 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 SEC record: https://adviserinfo.sec.gov/firm/summary/169361

**Does LFN Advisors Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "LFN does not require a minimum to open an account."

**What changed in LFN Advisors Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $15,651,174 to $23,696,461 (+51%). Employees performing advisory functions went from 3 to 4. Added an office in Grand Rapids, MI. No longer lists an office in Kentwood, MI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> LFN does not require a minimum to open an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers 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: $23,696,461
- Discretionary: $23,696,461
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $23,696,461 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CO, IA, IN, KY, LA, MI, MN, MO, NE, NM, NY, OH, PA, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Grand Rapids, MI
- Holland, MI

### Websites listed on Form ADV (Item 1.I)
- legacyfinancialnetwork.com
- legacyfinancialnetwork.net/life-insurance-lpz3423138
- legacyfinancialnetwork.net/lp
- thefamilytrustee.com
- thefinancialhq.com/legacyfinancialnetwork.us
- theincomenerds.com
- Facebook @LFNfinancialservices
- Instagram @legacy.financial.network
- LinkedIn @MICHAELJAYMARKEYJR
- LinkedIn @legacy-financial-network-of-grand-rapids

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | July 14, 2021 |
| October 2022 | $1,307,181 | 2 | March 16, 2022 |
| October 2023 | $945,405 | 2 | March 22, 2023 |
| October 2024 | $2,425,980 | 3 | September 17, 2024 |
| October 2025 | $15,651,174 | 3 | July 1, 2025 |
| October 2026 | $23,696,461 | 4 | May 1, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $23,696,461 in the October 2026 data.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $15,651,174 to $23,696,461 (+51%).
- Employees performing advisory functions went from 3 to 4.
- Added an office in Grand Rapids, MI.
- No longer lists an office in Kentwood, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LFN Advisors Inc. (CRD 169361): Form ADV filing data as of October 2026.