Data / Investment advisers / Idaho / Ancorato
Ancorato, Boise, ID: $284 million AUM, SEC registered investment adviser
Ancorato is an SEC registered investment adviser with its main office in Boise, Idaho and reports $284 million in regulatory assets under management in its Form ADV filed August 21, 2026. Its clients include other investment advisers, investment companies and corporations and other businesses. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 322695
- SEC file number
- 801-126757
- SEC status
- Approved, effective October 21, 2022
- Legal name
- Legacy Investment Solutions, LLC
- Main office
- 13965 W. Chinden Blvd #100, Boise, ID 83713
- Phone
- (208) 925-0006
- Website
- legacy-is.com
- Regulatory AUM
- $283,664,860 in the Form ADV filed August 21, 2026
- Discretionary AUM
- $277,124,860
- Non discretionary AUM
- $6,540,000
- Accounts
- 3,723
- Employees
- 18, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4 | $277.1 million |
| Investment companies | 1 | $6.5 million |
| Corporations or other businesses | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $283.7 million | March 30, 2026 |
| December 1, 2025 | $240.3 million | March 31, 2025 |
Other advisers in Boise
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Berkeley, Inc | Boise | $573.9 million | Not listed | adviserinfo.sec.gov |
| Wood Tarver Financial | Boise | $489 million | Not listed | adviserinfo.sec.gov |
| DB Fitzpatrick | Boise | $487 million | Not listed | adviserinfo.sec.gov |
| Tumwater Wealth Management, LLC | Boise | $406.6 million | Not listed | adviserinfo.sec.gov |
| BR Wealth Management | Boise | $328.8 million | Not listed | adviserinfo.sec.gov |
| Echelon Group | Boise | $265.2 million | Not listed | adviserinfo.sec.gov |
| Figure 8 Investment Strategies LLC | Boise | $233.4 million | Not listed | adviserinfo.sec.gov |
| Scratch Capital | Boise | $230.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boise, ID
- Investment advisers in Idaho
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving investment companies
- Ancorato on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.