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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 17 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Financial Advisors have?","answer":"Legacy Financial Advisors has 12 investment adviser representatives registered with state securities authorities, out of 21 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 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 Financial Advisors invest in?","answer":"At the end of its last fiscal year, Legacy Financial Advisors’ separately managed accounts held 42% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 4% state and local bonds, 4% derivatives, 2% U.S. government and agency bonds and 1% 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 Financial Advisors?","answer":"Legacy Financial Advisors’ direct owners are Michael Maisel, Paul Sartori and Peter Lucas, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Legacy Financial Advisors get paid?","answer":"Legacy Financial Advisors is paid through a percentage of assets under management 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."}