Legacy Financial Advisors II, LLC
● SEC registered since 2025CRD 309156SEC# 801-134038
Reg. AUM
$139.2M
Employees
3
Accounts
522
Location
—
Legacy Financial Advisors II, LLC assets under management
Legacy Financial Advisors II, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $139.2 million in regulatory assets under management and employs 3 people.
Legacy Financial Advisors II, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Wesley R Joiner Control | Principal And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Legacy Financial Advisors II, LLC manage?
Legacy Financial Advisors II, LLC reports $139.2 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Financial Advisors II, LLC have?
Legacy Financial Advisors II, LLC reports 3 employees.
Does Legacy Financial Advisors II, LLC disclose fund performance?
Legacy Financial Advisors II, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 912-634-8338 |
| Fax | 912-638-3472 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.2M▲ 20%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$139.2Mregulatory AUM
Discretionary $94.6MNon-discretionary $44.6M