{"url":"https://nivawealth.com/firms/the-legacy-financial-group-135059","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135059","regulatoryAum":590734523,"crd":"135059","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7429740","suffix":null,"lastName":"CARNETT","firstName":"LYDIA","middleName":"DANIELLE"},{"crd":"8128082","suffix":null,"lastName":"HUNT","firstName":"HAYDEN","middleName":"ANDREW"},{"crd":"6054998","suffix":null,"lastName":"KILLINGSWORTH","firstName":"JAMES","middleName":"BRAY"},{"crd":"7147066","suffix":null,"lastName":"KING","firstName":"KEEGAN","middleName":"B"},{"crd":"4498340","suffix":null,"lastName":"KING","firstName":"KEVIN","middleName":"KYLE"},{"crd":"7853579","suffix":null,"lastName":"Palmer","firstName":"Quentin","middleName":"Lavoy"},{"crd":"7712830","suffix":null,"lastName":"REARRICK","firstName":"ZACHERY","middleName":"PAUL"},{"crd":"7934998","suffix":null,"lastName":"Stevenson","firstName":"Cooper","middleName":null}],"total":8,"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":"2021-03-23","regulatoryAum":263000000,"clients":236,"employees":6,"offices":1},{"filedOn":"2022-06-10","regulatoryAum":318660000,"clients":243,"employees":7,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":335700000,"clients":274,"employees":8,"offices":1},{"filedOn":"2024-06-07","regulatoryAum":419623678,"clients":301,"employees":8,"offices":1},{"filedOn":"2025-02-21","regulatoryAum":513560986,"clients":309,"employees":9,"offices":1},{"filedOn":"2026-09-08","regulatoryAum":590734523,"clients":317,"employees":9,"offices":3}],"secFileNumber":"801-64293","legalName":"The 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They include 160 individual clients and 157 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Legacy Financial Group offer?","answer":"The Legacy Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Legacy Financial Group charge?","answer":"The Legacy Financial Group charges 0.10%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2 FIRM BROCHURE, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Legacy Financial Group use?","answer":"The Legacy Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $583M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Legacy Financial Group have?","answer":"The Legacy Financial Group has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 The Legacy Financial Group invest in?","answer":"At the end of its last fiscal year, The Legacy Financial Group’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 4% cash and equivalents and 3% pooled vehicles (private funds and similar).","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 The Legacy Financial Group?","answer":"The Legacy Financial Group is owned through holding companies by James Killingsworth, Elissa Johnson and Keegan King. Its direct owners are Kevin King (50% to 75%), Killworth Strategic Capital, LLC (10% to 25%), EP Johnson Holdings LLC (5% to 10%) and Kbking Holdings LLC (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Legacy Financial Group get paid?","answer":"The Legacy Financial Group is paid through a percentage of assets under management 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":"Is The Legacy Financial Group registered with the SEC?","answer":"Yes, The Legacy Financial Group has been registered with the SEC as an investment adviser since 4 April 2005. 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from public SEC Form ADV filings on the dates in `sources`. 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