Legacy Cg LLC
● SEC registered since 2000CRD 108541SEC# 801-57457Plano, TX
Reg. AUM
$378.6M
Employees
4
Accounts
516
Location
Plano, TX
Legacy Cg LLC assets under management
Legacy Cg LLC is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2000. It reports $378.6 million in regulatory assets under management and employs 4 people.
Legacy Cg LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Katharine Boling | Member | 5-10% | 2021 |
| Matthew Peter Quinn | Member | 5-10% | 2021 |
| Roger a. and Susan Shake Living Trust, Dated 11/7/1989, As Amended or Restated Control | Member | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Cg LLC manage?
Legacy Cg LLC reports $378.6 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Cg LLC have?
Legacy Cg LLC reports 4 employees.
Where is Legacy Cg LLC located?
Legacy Cg LLC is based in Plano, TX and has been SEC-registered since 2000.
Does Legacy Cg LLC disclose fund performance?
Legacy Cg LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5340 Legacy Drive, Ste 165, Plano, TX 75024 |
| Phone | 972-599-4750 |
| Office hours | Mon-Thurs 8:30 a.m. To 5:00 p.m.; Fri 8:30a.m. - 12:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1904825 |
| Discloses disciplinary history | No |
Regulatory AUM
$378.6M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$378.6Mregulatory AUM
Discretionary $366.3MNon-discretionary $12.4M