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Legacy Consulting Group

Legacy Consulting Group. CRD 108541

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CRD: 108541

Legacy Consulting Group

Plano, TX, 75024
9725994750
www.legacyconsultinggroup.com
$378.6M Total AUM
$366.3M Disc. AUM
4.3% 3Y CAGR
4 Employees
209 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
04-20-2000
Office Locations
2

Office Locations

5340 Legacy Drive STE 165 Plano TX
-- Maumelle AR

About Legacy Consulting Group

Legacy Consulting Group is a Plano, Texas RIA providing financial life planning and ongoing wealth management, pairing goal-based planning with customized investment strategy and accountability coaching. The team serves individuals and families with portfolio construction plus retirement, estate/tax, and insurance planning, using primarily public funds and ETFs. Custodied with Charles Schwab.

Team overview

-- AVG AGE
$94.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
13.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Value Alpha momentum Atlas frontier

Custodian

Optima

Investment Themes

Vertex alpha Unison

Investment Vehicles

Horizon ridge

Services

Beacon Unison unison Quantum wave Eagle Frontier catalyst Foundation matrix Capital optima

Owner & Executives

STEVEN GREGG WACHS

STEVEN GREGG WACHS

Chief Compliance Officer, Owner, President

CRD
#1025803
Ownership
25% but less than 50%
(587) 504-6251
timber.bridge@momentumcapital.com
in linkedin.com/in/value-zenith
JENNIFER KATHARINE BOLING

JENNIFER KATHARINE BOLING

Compliance Manager

CRD
--
Ownership
5% but less than 10%
(438) 501-8564
glacier.vital@frontiercapital.com
in linkedin.com/in/focus-eagle
Q

Quantum optima

Matrix optima frontier

CRD
#90585
Ownership
26.3%
(439) 589-5164
fusion.focus@embercapital.com
in linkedin.com/in/oak-signal

Showing 2 of 4 owners & executives

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Contacts

JENNIFER YOUNG SCHMITT

JENNIFER YOUNG SCHMITT

Financial Planner

CRD
#7336273
(859) 642-6364
oak.focus@summitcapital.com
in linkedin.com/in/peak-eagle

Showing 1 of 5 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-04-2022
12-08-2023
03-26-2024
03-20-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $366,255,649 $787,647
Non-Discretionary $12,392,902 $242,998
Total $378,648,551 $733,815

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Separately Managed Accounts

Total SMA Asset: $378,648,551

$378.6M Total SMA
Public Funds:
16.9%
Equity - Exchange:
13.5%
Cash:
69.6%
Asset class Assets Assets %
Public Funds $1,153,251,763 16.9%
Equity - Exchange $921,236,615 13.5%
Cash $4,749,486,550 69.6%
Total $6,823,974,928 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PATHWAY BRIDGE VITAL PEAK FOCUS ZI1JXFALJ HKC 11.36% $110,837,165
QUANTUM FUSION CATALYST SUMMIT EQENWZ41N UGEQ 7.50% $15,112,769
MERIDIAN QUANTUM FUSION CAPITAL VALUE ZNSU9P0J6 XSCZ 5.93% $117,604,273
EMBER VITAL SUMMIT CREST VITAL KA72ROG8C HWWOE 7.91% $78,134,171
VALUE MERIDIAN OPTIMA FRONTIER 2070YSLAJ XZNDH 10.14% $15,803,920
EMBER VALUE MATRIX MOMENTUM PATHWAY NKLIE7J5S CWKH 2.19% $94,654,294
CREST GLACIER VITAL VALUE OEKO7SIQ7 GXNP 8.73% $65,243,966
HARBOR RIDGE PEAK ATLAS 9ZVFAIXT1 YTWE 4.54% $117,637,963

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