# Tanglewood Legacy Advisors, LLC

> Tanglewood Legacy Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 127289
- Filed as: TANGLEWOOD LEGACY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127289
- AdvisorCensus page: https://advisorcensus.com/firm/tanglewood-legacy-advisors-llc-houston-tx-127289

## Quick answers

**How is Tanglewood Legacy Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tanglewood Legacy Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tanglewood Legacy Advisors, LLC located?**
Tanglewood Legacy Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Tanglewood Legacy Advisors, LLC registered with the SEC or a state?**
Tanglewood Legacy Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 127289.

**How much does Tanglewood Legacy Advisors, LLC manage?**
Tanglewood Legacy Advisors, LLC reports $808,974,525 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (96% discretionary).

**How have Tanglewood Legacy Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Tanglewood Legacy Advisors, LLC: Regulatory assets under management: $315,500,325 in the October 2021 data and $808,974,525 in the October 2026 data, up 156%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tanglewood Legacy Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (121); individuals (other than high net worth individuals) (41); corporations or other businesses not listed above (10).

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

**Does Tanglewood Legacy 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 SEC record: https://adviserinfo.sec.gov/firm/summary/127289

**What changed in Tanglewood Legacy Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $562,079,455 to $808,974,525 (+44%). Registered or notice-filed in OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial 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: $808,974,525
- Discretionary: $779,522,702
- Non-discretionary: $29,451,823

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $10,119,809 |
| High net worth individuals | 121 | $730,196,272 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $29,451,823 |
| Charitable organizations | Fewer than 5 | $11,107,389 |
| Corporations or other businesses not listed above | 10 | $28,099,232 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- family-cfo.com
- Facebook @tangle-legacy-advisors-llc-226895450659912
- LinkedIn @tanglewood-legacy-advisors-llc
- LinkedIn @agardener

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $315,500,325 | 10 | April 1, 2021 |
| October 2022 | $364,422,014 | 10 | April 1, 2022 |
| October 2023 | $389,731,241 | 9 | March 13, 2023 |
| October 2024 | $464,295,762 | 8 | January 27, 2024 |
| October 2025 | $562,079,455 | 8 | February 10, 2025 |
| October 2026 | $808,974,525 | 9 | March 27, 2026 |

Regulatory assets under management: $315,500,325 in the October 2021 data and $808,974,525 in the October 2026 data, up 156%.
Total employees: 10 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $562,079,455 to $808,974,525 (+44%).
- Registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tanglewood Legacy Advisors, LLC (CRD 127289): Form ADV filing data as of October 2026.