Data / Investment advisers / Texas / Legacy Consulting Group
Legacy Consulting Group, Plano, TX: $379 million AUM, SEC registered investment adviser
Legacy Consulting Group is an SEC registered investment adviser with its main office in Plano, Texas and reports $379 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 108541
- SEC file number
- 801-57457
- SEC status
- Approved, effective April 20, 2000
- Legal name
- Legacy CG LLC
- Main office
- 5340 Legacy Drive Ste 165, Plano, TX 75024
- Phone
- (972) 599-4750
- Website
- legacyconsultinggroup.com
- Regulatory AUM
- $378,648,551 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $366,255,649
- Non discretionary AUM
- $12,392,902
- Accounts
- 516
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 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 |
|---|---|---|
| High net worth individuals | 141 | $348.6 million |
| Charitable organizations | 2 | $12.1 million |
| Individuals (other than high net worth individuals) | 57 | $8.9 million |
| Pension and profit sharing plans | 1 | $5.1 million |
| Corporations or other businesses | 2 | $3.4 million |
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 | $378.6 million | March 11, 2026 |
| December 1, 2025 | $356.4 million | March 20, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Valinor Wealth Management | Plano | $678.3 million | Not listed | adviserinfo.sec.gov |
| The Watchman Group, Inc. | Plano | $639.7 million | Not listed | adviserinfo.sec.gov |
| Nexus One Financial Advisors LLC | Plano | $552 million | Not listed | adviserinfo.sec.gov |
| TFR Capital | Plano | $403.1 million | Not listed | adviserinfo.sec.gov |
| CMG Wealth Management | Plano | $379.4 million | Not listed | adviserinfo.sec.gov |
| Lifeway Financial Corporation | Plano | $358.7 million | Not listed | adviserinfo.sec.gov |
| Crescent Advisor Group, Inc. | Plano | $344.4 million | Not listed | adviserinfo.sec.gov |
| Lake Whillans Capital Partners LLC | Plano | $311.9 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Legacy Consulting Group 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.