$13.6M Total AUM
$13.6M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- SummitTimber +more
- Established Date
- 12-10-2018
- Office Locations
- 1
Office Locations
-- Greensboro NC
About Defining Legacy Advisors
Defining Legacy Financial Advisors is a Greensboro, NC RIA led by Matt Johnson, CFP®, providing full-service financial planning and multigenerational wealth/legacy guidance for growing families and retirees. Portfolios emphasize ETFs and public funds with asset allocation and risk management, with custody through Charles Schwab (and TD Ameritrade).
Team overview
38 AVG AGE
$13.6M AVG AUM / ADVISOR
$349.0K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Unlock to compare peer behavior around glacier timber.
Unlock to compare peer behavior around north horizon.
Open the full profile to inspect shifts in quantum value.
Request access to benchmark trends tied to vertex.
Unlock to see real insight on ember ember zenith.
Unlock to see real insight on timber vector.
See the complete signal summary connected to focus capital.
Premium access reveals conviction themes in pathway vertex matrix.
Asset Classes
Glacier pathway Pioneer vector
Client Personas
Horizon harbor
Custodian
Capital alpha
Investment Themes
Vector capital Eagle ridge Optima
Investment Vehicles
Matrix insight
Platform
Crest momentum Glacier
Services
Focus vector Atlas Atlas Frontier glacier Glacier beacon Alpha Eagle
Technology
Optima Radial Vital Vertex Pathway optima
Owner & Executives
MATTHEW HENRY JOHNSON
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5484106
- Ownership
- 75% or more
(546) 431-2911
vital.unison@ridgecapital.com
in linkedin.com/in/radial-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,611,284 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,611,284 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,611,284
Equity - Exchange:
50.3% Public Funds:
25.5% Cash:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,329,468,435 | 50.3% |
| Public Funds | $1,180,943,243 | 25.5% |
| Cash | $1,120,738,293 | 24.2% |
| Total | $4,631,149,971 | 100.0% |