The Legacy Financial Group, Inc.

$590.7MAssets under management
as of Sep 2026 · SEC Form ADV
Tulsa, OK
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No one at The Legacy Financial Group, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $420M held · filed Dec 2024