Legacy Partners Financial Group, LLC registers with the SEC (Woodstock, GA)

New SEC-registered adviser · CRD 137025 · 801-137399 · effective 2026-09-29

Effective 2026-09-29. 10 employees (10 advisory), $108M regulatory AUM across 517 accounts. Notice-filed in AR, CO, IL, OH, OK, WA +2. Limited Liability Company (GA).

10+ employeesNotice-filed in 5+ states

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance