Tanglewood Legacy Advisors, LLC
● SEC registered since 2016CRD 127289SEC# 801-107793Houston, TX
Reg. AUM
$809M
Employees
9
Accounts
563
Location
Houston, TX
Tanglewood Legacy Advisors, LLC assets under management
Tanglewood Legacy Advisors, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2016. It reports $809 million in regulatory assets under management and employs 9 people.
Tanglewood Legacy Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Todd Gardener Control | Chief Compliance Officer / Chairman | 10-25% | 2003 |
| Kevin Bruce Roth Control | Chief Executive Officer | Over 75% | 2024 |
Frequently asked questions
How much does Tanglewood Legacy Advisors, LLC manage?
Tanglewood Legacy Advisors, LLC reports $809 million in regulatory assets under management on its Form ADV.
How many employees does Tanglewood Legacy Advisors, LLC have?
Tanglewood Legacy Advisors, LLC reports 9 employees.
Where is Tanglewood Legacy Advisors, LLC located?
Tanglewood Legacy Advisors, LLC is based in Houston, TX and has been SEC-registered since 2016.
Does Tanglewood Legacy Advisors, LLC disclose fund performance?
Tanglewood 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 | One Riverway, Suite 1550, Houston, TX 77056 |
| Phone | 713-599-4999 |
| Fax | 713-599-4989 |
| Office hours | 8:00a.m. To 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$809M▲ 44%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$809Mregulatory AUM
Discretionary $779.5MNon-discretionary $29.5M