{"url":"https://nivawealth.com/firms/acadia-legacy-group-291481","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291481","regulatoryAum":133192237,"crd":"291481","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1812094","suffix":null,"lastName":"SNYDER","firstName":"SCOTT","middleName":"JAMES"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-26","regulatoryAum":113000971,"clients":41,"employees":3,"offices":1},{"filedOn":"2023-05-31","regulatoryAum":104609351,"clients":43,"employees":3,"offices":1},{"filedOn":"2024-03-01","regulatoryAum":110362435,"clients":46,"employees":4,"offices":1},{"filedOn":"2025-02-05","regulatoryAum":116644597,"clients":46,"employees":4,"offices":1},{"filedOn":"2026-03-16","regulatoryAum":133192237,"clients":45,"employees":4,"offices":1}],"secFileNumber":"801-123713","legalName":"Acadia Legacy Group, LLC","displayName":"Acadia Legacy Group","slug":"acadia-legacy-group-291481","website":"https://acadialegacygroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/acadia-legacy-group","founded":null,"organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1820 NW 118th Street, Ste 110","city":"Clive","state":"IA","stateName":"Iowa","country":"United States","postalCode":"50325"},"tradeNames":[],"registration":{"secApproved":"15 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2959827.488888889,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":133192237,"discretionary":133192237,"discretionaryAccounts":191,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":27,"regulatoryAum":3876048},{"label":"High-net-worth individuals","clients":18,"regulatoryAum":129316189}],"feePrograms":[{"role":"main","program":"Asset Management Services Fee","feeBasis":"marginal","fee_tiers":[{"to":10000000,"pct":0.75,"from":0},{"to":25000000,"pct":0.6,"from":10000000},{"to":50000000,"pct":0.5,"from":25000000},{"to":null,"pct":0.4,"from":50000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019627","versionId":1019627,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-16","documentName":"FORM ADV PART 2 AND 2B 031626","fee_rate_low":0.4,"fee_rate_high":0.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Services","summary":"Family office services are a flat fee agreed with the client, currently $10,000 to $350,000, invoiced quarterly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019627","versionId":1019627,"submittedOn":"2026-03-16","documentName":"FORM ADV PART 2 AND 2B 031626"},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is a flat fee quoted in advance, or billed hourly at $100 to $350 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019627","versionId":1019627,"submittedOn":"2026-03-16","documentName":"FORM ADV PART 2 AND 2B 031626"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:57:17.467645+00:00","documents":[{"name":"FORM ADV PART 2 AND 2B 031626","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019627","versionId":1019627,"submittedOn":"2026-03-16"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":133192237}],"custodyNote":"Acadia Legacy Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Scott Snyder","title":"President and Chief Compliance Officer","crd":"1812094"}],"ownership":[{"label":"Scott Snyder","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since November 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"1820 NW 118th Street, Ste 110","city":"Clive","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"515-212-2112","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":85},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":7,"detail":"Vuls"}],"privateFunds":0},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/291481/PDF/291481.pdf","brochureDate":"16 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019627","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Acadia Legacy Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Acadia Legacy Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Acadia Legacy Group charge?","answer":"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.","source":"FORM ADV PART 2 AND 2B 031626, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Acadia Legacy Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Acadia Legacy Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Acadia Legacy Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Acadia Legacy Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Acadia Legacy Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Acadia Legacy Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}