$133.2M Total AUM
$133.2M Disc. AUM
-- 3Y CAGR
4 Employees
45 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 12-05-2017
- Office Locations
- 1
Office Locations
1820 NW 118th Street STE 110 Clive IA
About Acadia Legacy Group
Acadia Legacy Group is an Iowa-based RIA focused on multigenerational family wealth, pairing financial and estate planning with portfolio construction and ongoing asset management. Portfolios emphasize diversified asset allocation using public funds and ETFs, with annuities, insurance, and alternative investments used when appropriate. Custody includes Charles Schwab.
Team overview
56 AVG AGE
$44.4M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
8.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Fusion vital Oak ridge Harbor
Investment Themes
Harbor ridge North
Investment Vehicles
Unison prime
Services
Frontier vital Legacy delta Oak fusion North Pathway alpha Foundation radial Summit
Technology
Prime
Owner & Executives
SCOTT JAMES SNYDER
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, President
- CRD
- #1812094
- Ownership
- 75% or more
(515) 822-2483
element.vector@peakcapital.com
in linkedin.com/in/crest-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,192,237 | $697,342 |
| Non-Discretionary | $0 | -- |
| Total | $133,192,237 | $697,342 |
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Separately Managed Accounts
Total SMA Asset: $133,192,237
Public Funds:
18.3% Other:
44.7% Equity - Exchange:
23.0% Cash:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $154,401,386 | 18.3% |
| Other | $377,144,368 | 44.7% |
| Equity - Exchange | $194,056,386 | 23.0% |
| Cash | $118,121,279 | 14.0% |
| Total | $843,723,419 | 100.0% |