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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-02-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 51 clients, or 51 clients per representative. That equates to $104.5K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Biar Legacy, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jeremy Wayne Biar
Founder, Managing Member
- CRD
- #6593832
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,331,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,331,165 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Biar Legacy, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.