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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-07-2025
- Office Locations
- 1
Office Locations
About Legacy Advisors
Legacy Advisors is a West Virginia-based, veteran-owned, fee-only fiduciary serving local individuals and families, retirees/near-retirees, and small business owners. The firm builds plain-language “growth-income” portfolios designed to balance steady income (bonds/dividends) with long-term growth (stocks/options), alongside retirement income and legacy planning and small business/401(k) plan support. Custody is through Charles Schwab.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
Micah Steven Mysiuk
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7686535
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $475,705 | -- |
| Total | $475,705 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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