The Legacy Financial Group, Inc.
● SEC registered since 2005CRD 135059SEC# 801-64293Tulsa, OK
Reg. AUM
$590.7M
Employees
9
Accounts
1,510
Location
Tulsa, OK
The Legacy Financial Group, Inc. assets under management
The Legacy Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2005. It reports $590.7 million in regulatory assets under management and employs 9 people.
The Legacy Financial Group, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ep Johnson Holdings LLC | Owner | 5-10% | 2020 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2019 |
| Kevin Kyle King Control | President And Shareholder | 50-75% | 2005 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Legacy Financial Group, Inc. manage?
The Legacy Financial Group, Inc. reports $590.7 million in regulatory assets under management on its Form ADV.
How many employees does The Legacy Financial Group, Inc. have?
The Legacy Financial Group, Inc. reports 9 employees.
Where is The Legacy Financial Group, Inc. located?
The Legacy Financial Group, Inc. is based in Tulsa, OK and has been SEC-registered since 2005.
Does The Legacy Financial Group, Inc. disclose fund performance?
The Legacy Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1425 E. 41st Place, Suite 100, Tulsa, OK 74105 |
| Phone | 918-665-0826 |
| Fax | 918-933-4393 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$590.7M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$590.7Mregulatory AUM
Discretionary $584.4MNon-discretionary $6.4M