# The Legacy Collaborative, Inc.

> The Legacy Collaborative, Inc. is a state-registered investment advisory firm in San Antonio, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 23, 2025.

- CRD: 114591
- Filed as: THE LEGACY COLLABORATIVE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: April 23, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114591
- AdvisorCensus page: https://advisorcensus.com/firm/the-legacy-collaborative-inc-san-antonio-tx-114591

## Quick answers

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

**Where is The Legacy Collaborative, Inc. located?**
The Legacy Collaborative, Inc.'s principal office is in San Antonio, TX, according to its Form ADV.

**Is The Legacy Collaborative, Inc. registered with the SEC or a state?**
The Legacy Collaborative, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 114591.

**How much does The Legacy Collaborative, Inc. manage?**
The Legacy Collaborative, Inc. reports $4,500,000 in regulatory assets under management in its Form ADV filing dated April 23, 2025 (100% discretionary).

**What types of clients does The Legacy Collaborative, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9).

**Does The Legacy Collaborative, 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/114591

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,500,000
- Discretionary: $4,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $4,500,000 |

### 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: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- 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. The Legacy Collaborative, Inc. (CRD 114591): Form ADV filing data as of October 2026.