Data / Investment advisers / Oklahoma / The Legacy Financial Group, Inc.
The Legacy Financial Group, Inc., Tulsa, OK: $591 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Legacy Financial Group, Inc. is an SEC registered investment adviser with its main office in Tulsa, Oklahoma and reports $591 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch The Legacy Financial Group, Inc. (CRD number 135059): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 135059
- SEC file number
- 801-64293
- SEC status
- Approved, effective April 4, 2005
- Main office
- 1425 E. 41st Place Suite 100, Tulsa, OK 74105
- Phone
- (918) 665-0826
- Website
- legacyadvisor.net
- Regulatory AUM
- $590,734,523 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $584,363,372
- Non discretionary AUM
- $6,371,151
- Accounts
- 1,510
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 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 | 157 | $526 million |
| Individuals (other than high net worth individuals) | 160 | $62.2 million |
| Charitable organizations | Fewer than 5 | $1.7 million |
| Pension and profit sharing plans | Fewer than 5 | $785,000 |
| Corporations or other businesses | Fewer than 5 | $83,756 |
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 | $590.7 million | March 11, 2026 |
| December 1, 2025 | $513.6 million | February 21, 2025 |
Other advisers in Tulsa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Advisory Resource Group, LLC | Tulsa | $926.6 million | Not listed | adviserinfo.sec.gov |
| Warburton Capital Management, LLC | Tulsa | $786.6 million | Not listed | adviserinfo.sec.gov |
| Cadent Capital Advisors, LLC | Tulsa | $785.8 million | Not listed | adviserinfo.sec.gov |
| Bridgecreek Financial Group | Tulsa | $649.9 million | Not listed | adviserinfo.sec.gov |
| Hogantaylor Wealth | Tulsa | $592.8 million | Not listed | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | $587.8 million | Not listed | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | $568.2 million | Not listed | adviserinfo.sec.gov |
| Melia Wealth LLC | Tulsa | $560.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tulsa, OK
- Investment advisers in Oklahoma
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- The Legacy Financial Group, Inc. on the SEC's adviser search
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.