CRD: 170941
Franklin Legacy Financial, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing ยท UBS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-19-2014
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 66.7% is discretionary and 33.3% is non-discretionary.
The firm reports 1 advisory representatives and 142 clients, or 142 clients per representative. That equates to $88.5K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Franklin Legacy Financial, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Franklin Legacy Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JASON FRANKLIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4042552
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,389,921 | -- |
| Non-Discretionary | $4,183,966 | -- |
| Total | $12,573,887 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Franklin Legacy Financial, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.