$12.6M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
142 ADV. Clients
12 yrs Firm Age
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- Custodian
- Pershing ยท UBS
- Clients
- Retail
- Platforms
- Fusion frontierPioneer delta +more
- Established Date
- 05-19-2014
- Office Locations
- 1
Office Locations
-- Oviedo FL
About Franklin Legacy Financial, LLC
Franklin Legacy Financial, LLC is a founder-led Oviedo, FL advisory firm (founded 2014) providing confidential, long-term financial planning, investment management, and insurance guidance for individuals, trusts/estates, charitable organizations, and small businesses. Portfolios are primarily ETF-based, led by Michael J. Franklin (20+ years; prior BNY Mellon/Pershing and UBS).
Team overview
-- AVG AGE
$12.6M AVG AUM / ADVISOR
$88.5K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Foundation Insight crest Foundation eagle Ridge
Client Personas
Fusion Horizon
CRM
Fusion Vertex
Custodian
Vital Delta fusion Foundation foundation Legacy signal Summit
Investment Themes
Summit Ridge ridge
Investment Vehicles
Quantum bridge
Services
Optima Fusion peak Ember Matrix vertex Prime Foundation Bridge legacy Oak Harbor focus
Technology
Timber beacon Catalyst Zenith Summit Alpha Ember
Owner & Executives
MICHAEL JASON FRANKLIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4042552
- Ownership
- 75% or more
(772) 259-8348
optima.pathway@legacycapital.com
in linkedin.com/in/insight-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,389,921 | -- |
| Non-Discretionary | $4,183,966 | -- |
| Total | $12,573,887 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,573,887
Equity - Exchange:
34.5% Cash:
65.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,009,164,383 | 34.5% |
| Cash | $3,814,500,494 | 65.5% |
| Total | $5,823,664,877 | 100.0% |