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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 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Edge Advisors have?","answer":"Legacy Edge Advisors has 16 investment adviser representatives registered with state securities authorities, out of 18 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are 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 Legacy Edge Advisors invest in?","answer":"At the end of its last fiscal year, Legacy Edge Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 4% cash and equivalents, 3% state and local bonds, 2% U.S. government and agency bonds and 2% investment grade corporate bonds.","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 Legacy Edge Advisors?","answer":"Legacy Edge Advisors’ direct owners are Timothy Urie, Scott Israel, Robert Rom and Jason Kass, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Legacy Edge Advisors get paid?","answer":"Legacy Edge Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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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."}