Acadia Legacy Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 26–50 clients last fiscal year.
Acadia Legacy Group reports 45 clients. They include 27 individual clients and 18 high-net-worth individuals. Of its assets, 100.0% ($133M across 191 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 3% |
| High-net-worth individuals | 40% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 27 | $3.88M | 2.9% | $144K |
| High-net-worth individuals | 18 | $129M | 97.1% | $7.18M |
| Total | 45 | $133M | 100% | $2.96M |
- Clients
- 27
- Regulatory AUM
- $3.88M
- AUM share
- 2.9%
- Avg. per client
- $144K
- Clients
- 18
- Regulatory AUM
- $129M
- AUM share
- 97.1%
- Avg. per client
- $7.18M
Total
- Clients
- 45
- Regulatory AUM
- $133M
- AUM share
- 100%
- Avg. per client
- $2.96M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Acadia Legacy Group charges 0.40%–0.75% a year for its Asset Management Services Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$10M | 0.75% |
| $10M–$25M | 0.60% |
| $25M–$50M | 0.50% |
| $50M and above | 0.40% |
Fee details and sources
Other fees
- Family Office Services
- Family office services are a flat fee agreed with the client, currently $10,000 to $350,000, invoiced quarterly.
- Financial Planning Services
- Financial planning is a flat fee quoted in advance, or billed hourly at $100 to $350 per hour.
Scott Snyder owns 75% or more of Acadia Legacy Group. The leadership team of Acadia Legacy Group includes President Scott Snyder. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Acadia Legacy Group, LLC
Scott Snyder
Control person · since November 2017
Acadia Legacy Group’s regulatory assets grew from $113M (May 2022) to $133M (March 2026); clients rose from 41 to 45 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $133M | 45 | 4 | 1 |
| Feb 2025February 2025 | $117M | 46 | 4 | 1 |
| Mar 2024March 2024 | $110M | 46 | 4 | 1 |
| May 2023May 2023 | $105M | 43 | 3 | 1 |
| May 2022May 2022 | $113M | 41 | 3 | 1 |
Besides its headquarters, Acadia Legacy Group has 0 offices, with 1 listed address in 1 state.
Iowa · 1 listed address
- 1820 NW 118th Street, Ste 110, CliveHQ
Contact and registration details
- Legal name
- Acadia Legacy Group, LLC
- Headquarters
- 1820 NW 118th Street, Ste 110, Clive, IA 50325
- Website
- acadialegacygroup.com
- Phone
- 515-212-2112
- @acadia-legacy-group
- SEC file
- 801-123713
- Structure
- Iowa LLC
- Fiscal year end
- December
Acadia Legacy Group’s named custodian for separately managed accounts is Charles Schwab ($133M). Acadia Legacy Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $133M100%
At year end, Acadia Legacy Group’s separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks5%
- Funds85%
- Cash3%
- Other7%
- Vuls7%
How many clients does Acadia Legacy Group have?
Acadia Legacy Group has 45 clients and manages $133 million for them, as of March 2026. They include 27 individual clients and 18 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Acadia Legacy Group offer?
Acadia Legacy Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Acadia Legacy Group charge?
Acadia Legacy Group charges 0.40%–0.75% a year for its Asset Management Services Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Acadia Legacy Group use?
Acadia Legacy Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $133M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Acadia Legacy Group have?
Acadia Legacy Group has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Acadia Legacy Group invest in?
At the end of its last fiscal year, Acadia Legacy Group’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 7% other, 5% exchange-traded equities and 3% cash and equivalents. The 7% other category is described as: Vuls.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Acadia Legacy Group?
Acadia Legacy Group’s direct owner is Scott Snyder (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Acadia Legacy Group get paid?
Acadia Legacy Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Acadia Legacy Group?
Acadia Legacy Group’s main office is at 1820 NW 118th Street, Ste 110, Clive, IA 50325. Its phone number is 515-212-2112. Its website is acadialegacygroup.com.