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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy insight
- Established Date
- 05-03-2019
- Office Locations
- 1
Office Locations
About Legacy Advisory Limited Company
Legacy Advisory Limited Company is an independent RIA in Overland Park, KS providing comprehensive wealth management and customized portfolio management for individuals and families, from young professionals and entrepreneurs to retirees seeking stable income. Their process starts with a financial plan and integrates multiple financial disciplines, with ongoing management as markets and tax laws change. Boutique, second-generation-led team that intentionally limits clients; custody via Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JACK KYNION III
Financial Advisor, General Partner, President
- CRD
- #6255861
- Ownership
- 50% but less than 75%
BLAKE AUSTIN STANLEY
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #5158037
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,138,847 | -- |
| Non-Discretionary | $11,758,064 | -- |
| Total | $101,896,911 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,896,911
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,340,585,994 | 18.0% |
| Other | $1,169,288,895 | 15.7% |
| Equity - Exchange | $2,204,519,190 | 29.6% |
| U.S. Government/Agency | $2,115,146,790 | 28.4% |
| Cash | $618,159,097 | 8.3% |
| Total | $7,447,699,966 | 100.0% |