Legacy Investment Solutions, LLC
● SEC registered since 2022CRD 322695SEC# 801-126757Boise, ID
Reg. AUM
$283.7M
Employees
18
Accounts
3,723
Location
Boise, ID
Legacy Investment Solutions, LLC assets under management
Legacy Investment Solutions, LLC is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2022. It reports $283.7 million in regulatory assets under management and employs 18 people.
Legacy Investment Solutions, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy Albert Rad Control | Chief Investment Officer | Under 5% | 2022 |
| Jefferson Hunt West | Chief Compliance Officer | Under 5% | 2023 |
| Legacy Investment Solutions Holdings, LLC Control | Owner | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Investment Solutions, LLC manage?
Legacy Investment Solutions, LLC reports $283.7 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Investment Solutions, LLC have?
Legacy Investment Solutions, LLC reports 18 employees.
Where is Legacy Investment Solutions, LLC located?
Legacy Investment Solutions, LLC is based in Boise, ID and has been SEC-registered since 2022.
Does Legacy Investment Solutions, LLC disclose fund performance?
Legacy Investment Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13965 W. Chinden Blvd #100, Boise, ID 83713 |
| Phone | 208-925-0006 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2044858 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$283.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$283.7Mregulatory AUM
Discretionary $277.1MNon-discretionary $6.5M