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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2023
- Office Locations
- 13
Office Locations
About Legacy Edge Advisors
Legacy Edge Advisors is a Syosset-based RIA with 13 offices. The firm has been operating for 2 years. Managing $1.2B in total assets under management, with 16 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT JASON ISRAEL
Managing Partner, Senior Wealth Advisor
- CRD
- #2770350
- Ownership
- 25% but less than 50%
JASON SEAN KASS
Managing Partner, Senior Portfolio Manager, Vice President
- CRD
- #3248234
- Ownership
- 25% but less than 50%
Value frontier
Prime glacier
- CRD
- #55493
- Ownership
- 29.5%
Showing 2 of 4 owners & executives
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THERESA ANN BILELLO
Senior Relationship Manager
- CRD
- #2074860
KEVIN MARSHALL BROOKS
Partner, Senior Wealth Advisor
- CRD
- #4852253
Frontier pioneer
Quantum catalyst capital
- CRD
- #94900
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,228,771,954 | $2,309,722 |
| Non-Discretionary | $0 | -- |
| Total | $1,228,771,954 | $2,309,722 |
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Separately Managed Accounts
Total SMA Asset: $1,228,771,954
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $329,563,275 | 10.5% |
| Equity - Exchange | $552,410,823 | 17.6% |
| Cash | $291,898,901 | 9.3% |
| Municipal Bonds | $304,453,692 | 9.7% |
| Corporate - Investment Grade | $919,638,472 | 29.3% |
| U.S. Government/Agency | $740,732,693 | 23.6% |
| Total | $3,138,697,856 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE ALPHA DELTA | BRIDGE HARBOR | L5MA99NUR | IYUZT | 9.75% | $5,830,689 |
| SUMMIT TIMBER QUANTUM | FOCUS OPTIMA | KKP56847J | LKVE | 8.42% | $61,469,422 |
| HARBOR SUMMIT | VALUE SIGNAL | KH2MU9L9H | NBSZI | 1.09% | $73,864,765 |
| WAVE CATALYST | UNISON CATALYST | Y6CBYIP30 | YXYJ | 2.96% | $54,130,037 |
| MERIDIAN ELEMENT FOCUS | DELTA ELEMENT | 6F13N73W0 | QOH | 5.75% | $31,808,347 |
| PATHWAY UNISON | CREST NORTH | EUV9VPCI2 | HELE | 7.45% | $42,725,889 |
| MOMENTUM CREST | ALPHA QUANTUM | 2Y69KMI7W | JROE | 3.41% | $99,270,413 |
| RADIAL SIGNAL | RADIAL FOUNDATION | G8YP4NKVB | JPBCT | 7.40% | $108,331,575 |