$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-02-2021
- Office Locations
- 1
Office Locations
-- Houston TX
About Biar Legacy, LLC
BIAR Legacy is a Houston-based RIA (est. 2021) focused on investment performance and measurable impact. The firm provides investment planning, portfolio construction, and financial planning for values-driven investors, with portfolios implemented primarily using ETFs. Custody includes Interactive Brokers. A distinctive angle: the firm emphasizes a 13-generation legacy dating to the 1640s.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$121.1K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Jeremy Wayne Biar
Founder, Managing Member
- CRD
- #6593832
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,447,501 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,447,501 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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