DBA: LEGACY FINANCIAL ADVISORS
| Total AUM | $139.2M |
| Discretionary | $94.6M68% of AUM |
| Non-Discretionary | $44.6M |
| Client Accounts | 522 |
| Avg Account Size | $267K |
| Employees | 3 |
| Peak AUM | $139.2MFeb 2026 |
| AUM CAGR | +31.8% /yrover 1 yrs · 2 filings |
Total AUM
$139M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $139M | +20.2% | — | — | — |
| Discretionary AUM | $95M | +147.6% | |||
| Total AUM | $139.2M |
| Discretionary | $94.6M |
| Employees | 3 |
| Client Accounts | 522 |
| Client Range | 0 |
Phone
912-634-8338
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$95M
67.9% of AUM
Non-Discretionary
$45M
32.1% of AUM
Disc. mix ▲ 35.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Non-Disc. AUM | $45M | 42.5% | — | — | — |
| Total Accounts | 522 | +0.8% | — | — | — |
| Avg Account Size | $266,608.485 | +19.3% | — | — | — |
| Employees | 3 | 0.0% | — | — | — |
| AUM / Employee | $46M | +20.2% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $139M | +20.2% | — | — | — |
| Institutional AUM | $2,000 | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 157 | 4.3% | — | — | — |
| Individuals | 59 | +5.4% | — | — | — |