My Legacy Advisors, LLC
CRD 290675SEC# 801-112049Bend, OR
No longer SEC-registered. My Legacy Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$333.1M
Employees
10
Accounts
332
Location
Bend, OR
My Legacy Advisors, LLC assets under management
My Legacy Advisors, LLC is a registered investment adviser overseen by the SEC based in Bend, OR. It reports $333.1 million in regulatory assets under management and employs 10 people.
My Legacy Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Everett Staskal Control | Managing Member, Chief Compliance Officer | Under 5% | 2017 |
| Eagle Wealth Management, Inc. Control | Owner | Under 5% | 2017 |
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does My Legacy Advisors, LLC manage?
My Legacy Advisors, LLC reports $333.1 million in regulatory assets under management on its Form ADV.
How many employees does My Legacy Advisors, LLC have?
My Legacy Advisors, LLC reports 10 employees.
Where is My Legacy Advisors, LLC located?
My Legacy Advisors, LLC is based in Bend, OR.
Does My Legacy Advisors, LLC disclose fund performance?
My Legacy Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 35 NW Hawthorne Ave, Bend, OR 97703 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$333.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$333.1Mregulatory AUM
Discretionary $333.1M