Legacy Financial Independent Advisors LLC
● SEC registered since 2023CRD 324258SEC# 801-127031Louisville, KY
Reg. AUM
$484M
Employees
8
Accounts
2,614
Location
Louisville, KY
Legacy Financial Independent Advisors LLC assets under management
Legacy Financial Independent Advisors LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2023. It reports $484 million in regulatory assets under management and employs 8 people.
Legacy Financial Independent Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Edward McCrea Control | Member/Financial Advisor | 25-50% | 2023 |
| Bryan Sean McCrea Control | Managing Member/Chief Operating Officer | 25-50% | 2023 |
| Christopher Robert McCrea Control | Managing Member/Chief Compliance Officer | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Financial Independent Advisors LLC manage?
Legacy Financial Independent Advisors LLC reports $484 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Financial Independent Advisors LLC have?
Legacy Financial Independent Advisors LLC reports 8 employees.
Where is Legacy Financial Independent Advisors LLC located?
Legacy Financial Independent Advisors LLC is based in Louisville, KY and has been SEC-registered since 2023.
Does Legacy Financial Independent Advisors LLC disclose fund performance?
Legacy Financial Independent Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Mallard Creek Rd, Suite 402, Louisville, KY 40207 |
| Phone | (502) 873-0522 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$484M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$484Mregulatory AUM
Discretionary $484M