Legacy Knight Mfo provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 33 private funds.
Legacy Knight Mfo reports 53 clients. They include 33 pooled investment vehicles and 20 high-net-worth individuals. Of its assets, 33.1% ($942M across 33 accounts) are managed with discretion; $1.9B across 20 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 38% | 67% |
| Pooled investment vehicles | 62% | 33% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 20 | $1.9B | 66.9% | $95.2M |
| Pooled investment vehicles | 33 | $942M | 33.1% | $28.6M |
| Total | 53 | $2.85B | 100% | $53.7M |
- Clients
- 20
- Regulatory AUM
- $1.9B
- AUM share
- 66.9%
- Avg. per client
- $95.2M
- Clients
- 33
- Regulatory AUM
- $942M
- AUM share
- 33.1%
- Avg. per client
- $28.6M
Total
- Clients
- 53
- Regulatory AUM
- $2.85B
- AUM share
- 100%
- Avg. per client
- $53.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 33
- Financial planning clients last fiscal year
- 11–25
Legacy Knight Mfo is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Mro Capital Management, LLC owns 25% to 50% of Legacy Knight Mfo and is in turn owned by Matthew Ogle (75% or more). Matthew Ogle is CEO; the leadership team includes Chief Financial Officer Brad Martin. It has 21 employees, 15 of them in advisory roles.
Leadership
- Matthew OgleChief Executive Office, Founding Partner
- Brad MartinChief Financial Officer, Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Claire Hannah Balentine
- Cullen O'Brien Crombie
- Matthew Robert Ogle
- David Patterson Sawyer
Staff
- 21 employees
- 15 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Legacy Knight Mfo, LLC
Abdul Minkara
Control person · since December 2020
- Owns 25% to 50% of Legacy Knight Mfo, LLC
Mro Capital Management, LLC
Control person · since February 2018
- Owns 75% or more of Mro Capital Management, LLC
Matthew Ogle
Control person · since February 2018
- Owns 5% to 10% of Legacy Knight Mfo, LLC
LFN Holdings,llc
since November 2025
Fernando De Leon
Managing member · Control person · since June 2025
Legacy Knight Mfo’s regulatory assets grew 18.6× from $153M (June 2021) to $2.85B (May 2026); clients rose from 13 to 53 and employees from 6 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $2.85B | 53 | 21 | 1 |
| April 2025 | $1.5B | 50 | 19 | 1 |
| July 2024 | $1.26B | 47 | 16 | 2 |
| June 2023 | $1.2B | 45 | 15 | 2 |
| June 2022 | $433M | 25 | 7 | 2 |
| June 2021 | $153M | 13 | 6 | 2 |
Besides its headquarters, Legacy Knight Mfo has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 3001 Maple Avenue, Suite 350, DallasHQ
Contact and registration details
- Legal name
- Legacy Knight Mfo, LLC
- Headquarters
- 3001 Maple Avenue, Suite 350, Dallas, TX 75201
- Website
- legacyknight.com
- Phone
- 945-536-5580
- SEC file
- 801-121664
- Structure
- Texas LLC
- Fiscal year end
- December
Legacy Knight Mfo uses Folio Investments ($238M) as custodian for its separately managed accounts. Legacy Knight Mfo has custody of $616M in client assets for 27 clients.
- Folio InvestmentsFolio Investments, Inc. · St. Louis, MO · $238M100%
At year end, Legacy Knight Mfo’s separately managed accounts were largely in stocks (39%) and cash (33%).
What the accounts hold
- Stocks39%
- Funds6%
- Bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash33%
- Other18%
- Opco, real estate, royalties18%
How many clients does Legacy Knight Mfo have?
Legacy Knight Mfo has 53 clients and manages $2.85 billion for them, as of May 2026. They include 33 pooled investment vehicles and 20 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does Legacy Knight Mfo offer?
Legacy Knight Mfo provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Legacy Knight Mfo use?
Legacy Knight Mfo’s separately managed account assets are held at Folio Investments, Inc. (St. Louis, MO), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does Legacy Knight Mfo have?
Legacy Knight Mfo has 3 investment adviser representatives registered with state securities authorities, out of 21 employees, and 15 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 Legacy Knight Mfo invest in?
At the end of its last fiscal year, Legacy Knight Mfo’s separately managed accounts held 39% exchange-traded equities, 33% cash and equivalents, 18% other, 6% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds and 1% investment grade corporate bonds. The 18% other category is described as: Opco, Real Estate, Royalties. It advises 33 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Legacy Knight Mfo?
Legacy Knight Mfo is owned through holding companies by Matthew Ogle. Its direct owners are Mro Capital Management, LLC (25% to 50%), LFN Holdings,llc (5% to 10%) and Abdul Minkara (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does Legacy Knight Mfo get paid?
Legacy Knight Mfo is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Legacy Knight Mfo registered with the SEC?
Yes, Legacy Knight Mfo has been registered with the SEC as an investment adviser since 30 June 2021. Its CRD number is 305927 and its SEC file number is 801-121664.
Source: Form ADV Part 1A, Item 1, filed 14 May 2026; IAPD firm record
How do I contact Legacy Knight Mfo?
Legacy Knight Mfo’s main office is at 3001 Maple Avenue, Suite 350, Dallas, TX 75201. Its phone number is 945-536-5580. Its website is legacyknight.com.