LEGACY FINANCIAL GROUP, LLC
C22
CRD 154927·SEC 801-79803·DES MOINES, IA
AUM
$1.01B
$1B+
Est. Revenue
$10.1M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $376.9M
'21 · $489.0M
'22 · $591.6M
'23 · $713.1M
'25 · $840.4M
'26 · $1.01B
'20'26
$376.9M → $1.01B▲ +167%
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 11 advisors
'22 · 15 advisors
'23 · 12 advisors
'25 · 13 advisors
'26 · 11 advisors
'20'26
10 advisors → 11 advisors▲ +10%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6000 GRAND AVESUITE BDES MOINES, IA 50312
Business
6000 GRAND AVESUITE BDES MOINES, IA 50312
Edgar Recent Filings
13F-HR2026-05-04 · 0001765380-26-000140
13F-HR2026-02-05 · 0001834011-26-000002
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited