CRD: 117747
Legacy Advisors
Wilton, NH
6036546660
$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
-- Wilton NH
About Legacy Advisors
Legacy Advisors is a Wilton-based RIA. The firm has been operating for 28 years. Managing $3.6M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
28.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Unlock to see real insight on vector vertex vector.
Open the full profile to inspect shifts in optima vector.
Open the full profile to inspect shifts in alpha meridian.
Request access to benchmark trends tied to catalyst vector.
Upgrade to reveal position-level detail across bridge ridge.
Premium access reveals conviction themes in oak peak.
Premium access reveals conviction themes in unison momentum.
Upgrade to reveal position-level detail across pathway focus.
Asset Classes
Foundation
Investment Themes
Summit prime
Services
Alpha Wave Unison
Owner & Executives
J
JOHN ADDISON MERRILL
Marketing Consultant, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
(257) 883-5565
radial.eagle@matrixcapital.com
in linkedin.com/in/crest-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,641,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,641,967 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,641,967
Equity - Exchange:
53.1% Cash:
33.1% U.S. Government/Agency:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,359,990,129 | 53.1% |
| Cash | $1,471,104,958 | 33.1% |
| U.S. Government/Agency | $613,330,768 | 13.8% |
| Total | $4,444,425,855 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY ATLAS | VALUE EMBER | GJCOE08YI | VMM | 2.58% | $4,318,464 |
| LEGACY QUANTUM | SIGNAL MATRIX | EXQBEP7DF | EEYLX | 11.30% | $96,221,366 |
| VERTEX OPTIMA | EMBER HORIZON | WQMWXKA9R | CCCM | 9.71% | $91,021,298 |
| VECTOR VECTOR VERTEX | PIONEER EAGLE | 4DZW4A1I3 | KCKH | 9.24% | $21,310,640 |
| SUMMIT ZENITH | FUSION EMBER | I6BSRGDTP | VSEU | 6.06% | $45,047,117 |
| FOCUS TIMBER | FUSION DELTA | PI6VF47KN | GUY | 7.74% | $20,831,350 |
| FOUNDATION OPTIMA | SUMMIT QUANTUM | 65QU60MTB | LHFOD | 4.34% | $73,038,276 |
| DELTA CREST ELEMENT | CAPITAL PRIME | DMBLLGRCN | TTKR | 5.34% | $75,484,635 |