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Legacy Advisors

Legacy Advisors. CRD 338041

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CRD: 338041

Legacy Advisors

$475.7K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
08-07-2025
Office Locations
1

Office Locations

-- Summersville WV

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

-- AVG AGE
$475.7K AVG AUM / ADVISOR
$39.6K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

Available
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Available
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Available
Available
Available
Available

Asset Classes

Available

CRM

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

M

Micah Steven Mysiuk

Chief Compliance Officer, Chief Executive Officer

CRD
#7686535
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Locked Total SMA
Equity - Exchange:
Available
Equity - OTC:
Available
U.S. Government/Agency:
Available
Derivatives:
Available
Cash:
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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