DBA: FINANCIAL LEGACY MANAGEMENT, NC.
| Total AUM | $155.0M |
| Discretionary | $155.0M100% of AUM |
| Client Accounts | 715 |
| Avg Account Size | $217K |
| Employees | 2 |
| Peak AUM | $155.0MMar 2026 |
| AUM CAGR | +17.2% /yrover 2 yrs · 7 filings |
Total AUM
$155M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $155M | +14.8% | +17.2% | — | |
| Discretionary AUM | $155M | ||||
| Total AUM | $155.0M |
| Discretionary | $155.0M |
| Employees | 2 |
| Client Accounts | 715 |
| Client Range | 26-50 |
Address
13 OFFICE PARK DRIVE
LITTLE ROCK AR 72211
Phone
501-224-7526
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$155M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +14.8% |
| +17.2% |
| — |
| Total Accounts | 715 | +19.2% | +47.5% | — |
| Avg Account Size | $216,783.217 | 3.7% | 20.5% | — |
| Employees | 2 | 0.0% | 0.0% | — |
| AUM / Employee | $78M | +14.8% | +17.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $155M | +14.8% | +17.2% | — | |
Client Count Segments | |||||
| Individuals | 350 | +16.7% | +15.6% | — | |