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Legacy Financial Strategies, LLC

● SEC registered since 2016CRD 283553SEC# 801-107930Overland Park, KS
Export (members)
Reg. AUM
$952M
Employees
16
Accounts
2,090
Location
Overland Park, KS

Legacy Financial Strategies, LLC assets under management

Legacy Financial Strategies, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2016. It reports $952 million in regulatory assets under management and employs 16 people.
www.legacykc.comView on SEC.gov ↗

Legacy Financial Strategies, LLC owners & executives

8 reported
NameTitleOwnershipSince
Andrew David RogersMinority Owner / Principal10-25%2023
Bethany Marae Boschert ControlChief Compliance OfficerUnder 5%2024
Christopher David Proctor ControlMinority Owner / Principal / Chief Financial Officer / Chief Investment Officer10-25%2018
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Frequently asked questions

How much does Legacy Financial Strategies, LLC manage?

Legacy Financial Strategies, LLC reports $952 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Financial Strategies, LLC have?

Legacy Financial Strategies, LLC reports 16 employees.

Where is Legacy Financial Strategies, LLC located?

Legacy Financial Strategies, LLC is based in Overland Park, KS and has been SEC-registered since 2016.

Does Legacy Financial Strategies, LLC disclose fund performance?

Legacy Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5400 Colllege Blvd., Ste. a, Overland Park, KS 66211
Phone913-403-0600
Fax913-403-0700
Office hours8:30-5:00 M-Th, 8:30-3:30 Fr
SEC regionDenver Regional Office (DRO)
CIK1723925
Discloses disciplinary historyNo

Regulatory AUM

$952M▲ 18%
Feb '25 — $806.1MMar '25 — $806.1MApr '25 — $806.1MMay '25 — $806.1MJun '25 — $806.1MJul '25 — $806.1MAug '25 — $806.1MSep '25 — $806.1MOct '25 — $806.1MNov '25 — $806.1MDec '25 — $806.1MJan '26 — $806.1MFeb '26 — $952MMar '26 — $952MApr '26 — $952MMay '26 — $952MJun '26 — $952M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$952Mregulatory AUM
Discretionary $795.2MNon-discretionary $156.8M