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Legacy Financial Advisors

Legacy Financial Advisors is an investment advisor in Covington with $764.64M assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204972254
SEC advisor number
801-62026
FINRA CRD number
115384
AUM ?
$237.97M (as of 10 Mar 21)
Accounts
813 (as of 10 Mar 21)
Employees
5 (2 investment advisory or research)
Address
Legacy Financial Advisors
117 EAST FOURTH STREET
COVINGTON
KY 41011
Phone
859-655-3865

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 167 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$145.31M 2.68M 2.59M +3.2
$73.25M 721.34K 737.18K -2.1
$43.68M 869.33K 861.56K +0.9
$12.01M 161.72K 159.85K +1.2
$10.79M 77.2K 76.05K +1.5
$10.23M 150.11K 145.74K +3.0
$8.71M 61.52K 57.59K +6.8
$5.69M 34.77K 33.33K +4.3
$5.15M 18.28K 16.62K +10.0
$3.65M 1.37K 1.24K +9.9
$2.94M 15.05K 14.84K +1.4
$2.77M 844 754 +11.9
$2.66M 44.76K 43.56K +2.8
$2.56M 60.24K 57.59K +4.6
$2.01M 65.55K 67.86K -3.4
$1.98M 12.26K 11.4K +7.5
$1.62M 37.6K 32.55K +15.5
$1.41M 4.16K 3.49K +19.2
$1.39M 26.12K 23.15K +12.9
$1.3M 3.33K 3.01K +10.7
$1.28M 23.55K 20.25K +16.3
$1.28M 3.9K 3.56K +9.5
$1.25M 42.11K 40.57K +3.8
$1.2M 22.82K 20.81K +9.7
$1.2M 5.73K 5.55K +3.1
$1.19M 5.74K 1.26K +355.7
$1.18M 21.85K 18.52K +18.0
$1.15M 19.53K 19.13K +2.1
$1.11M 18.95K 18.97K -0.1
$1.1M 4.94K 4.46K +10.6
$1.07M 5.58K 5.42K +3.1
$970K 22.86K 15.83K +44.4
$967K 2.54K 2.58K -1.4
$965K 1.24K 992 +25.4
$939K 12.5K 11.92K +4.9
$875K 5.82K 4.99K +16.6
$875K 3.21K 2.59K +24.0
$868K 8.56K 7.61K +12.4
$854K 9.93K 9.55K +4.0
$800K 3.32K 2.8K +18.7
$793K 4.53K 1.88K +141.3
$779K 4.28K 4.07K +5.2
$752K 5.39K 5.04K +6.9
$746K 5.95K 5.36K +11.0
$744K 3.51K 3.04K +15.4
$715K 4.93K 4.88K +0.9
$709K 2.04K 1.98K +2.8
$692K 4.09K 3.9K +5.0
$672K 7.71K 7.36K +4.7
$661K 3.37K 2.63K +28.5
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings