Acadia Legacy Group, LLC
● SEC registered since 2022CRD 291481SEC# 801-123713Clive, IA
Reg. AUM
$133.2M
Employees
4
Accounts
191
Location
Clive, IA
Acadia Legacy Group, LLC assets under management
Acadia Legacy Group, LLC is an investment advisory firm registered with the SEC based in Clive, IA. The firm has been registered since 2022. It reports $133.2 million in regulatory assets under management and employs 4 people.
Acadia Legacy Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott James Snyder Control | President And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Acadia Legacy Group, LLC manage?
Acadia Legacy Group, LLC reports $133.2 million in regulatory assets under management on its Form ADV.
How many employees does Acadia Legacy Group, LLC have?
Acadia Legacy Group, LLC reports 4 employees.
Where is Acadia Legacy Group, LLC located?
Acadia Legacy Group, LLC is based in Clive, IA and has been SEC-registered since 2022.
Does Acadia Legacy Group, LLC disclose fund performance?
Acadia Legacy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1820 NW 118th Street, Ste 110, Clive, IA 50325 |
| Phone | 515-212-2112 |
| Fax | 515-493-0311 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.2M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$133.2Mregulatory AUM
Discretionary $133.2M