SEC Form ADV

LEGACY INVESTMENT PARTNERS, LLC

Firm profile: Legacy Investment Managers — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserKS
$403.1M
Assets Under Management
415
Total Clients
4
Employees
Get LP Contact Details

Registration Details

Accession
CRD-133014
Location
OVERLAND PARK, KS
Filing Date
February 6, 2026
AUM
$403.1M
Total Clients
415
Institutional Clients
6
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

LEGACY INVESTMENT PARTNERS, LLC is a registered investment adviser headquartered in OVERLAND PARK, KS, managing approximately $403.1M in assets across 415 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.