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- Custodian
- Betterment · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- EagleGlacier signal +more
- Established Date
- 04-11-2006
- Office Locations
- 2
Office Locations
About Legacy Advisors, LLC
Legacy Advisors provides comprehensive wealth management for multi-generational families, business owners, and their enterprises, coordinating lifetime, investment, estate, continuity, and philanthropic planning. The team pairs planning and investment expertise to design tax-efficient investment solutions across complex ownership and account structures, and also supports employer retirement plan services. Differentiator: 40 years of experience and resident subject-matter experts who translate complicated issues into an actionable plan.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VINCENT ALBERT PANVINI JR
Client Advisor
- CRD
- #3031670
- Ownership
- Less than 5%
MICHAEL THEODORE PIOTROWICZ
--
- CRD
- #704637
- Ownership
- Less than 5%
Radial oak
Peak crest glacier
- CRD
- #60863
- Ownership
- 2.0%
Showing 2 of 4 owners & executives
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Joshua Paul Barnes
--
- CRD
- #8191650
Ryan David Becker
--
- CRD
- #7481182
Signal wave
Radial bridge
- CRD
- #43832
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,078,980,898 | $2,261,345 |
| Non-Discretionary | $89,741,536 | $1,759,638 |
| Total | $5,168,722,434 | $2,250,206 |
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Separately Managed Accounts
Total SMA Asset: $5,168,722,434
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $950,457,977 | 13.7% |
| Cash | $1,609,534,676 | 23.2% |
| Equity - Exchange | $1,443,031,089 | 20.8% |
| Municipal Bonds | $1,172,462,760 | 16.9% |
| Private Funds | $1,082,273,317 | 15.6% |
| U.S. Government/Agency | $679,889,648 | 9.8% |
| Total | $6,937,649,467 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST OPTIMA CATALYST | LEGACY DELTA | 5ZVPZKRV4 | HAR | 6.74% | $61,288,280 |
| ATLAS SIGNAL VALUE | UNISON FOCUS | Y7Y0UEUBW | MNVZ | 10.01% | $29,680,636 |
| PATHWAY HORIZON GLACIER | PEAK FOUNDATION | 8BJV91YNF | QPEYC | 5.02% | $53,204,489 |
| OPTIMA CATALYST DELTA | QUANTUM CREST | 4QBQUF37I | KKB | 11.44% | $37,842,188 |
| MERIDIAN EMBER VALUE | GLACIER QUANTUM | FQ82KFLJO | WBH | 11.27% | $43,243,349 |
| PEAK ALPHA | CREST VALUE | 2V1853TFV | PCD | 7.10% | $102,847,989 |
| ATLAS RADIAL | FUSION FOCUS | MPOTWBNW6 | DMD | 3.11% | $8,509,965 |
| RIDGE TIMBER | CAPITAL MATRIX | DFSH9B2E9 | URHJ | 10.52% | $88,624,557 |