CRD: 158675
Legacy Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2011
- Office Locations
- 4
Office Locations
About Legacy Financial Advisors, Inc.
Legacy Financial Advisors is a Covington, KY RIA providing hands-on wealth management and financial planning that aligns clients’ values and goals with a disciplined approach. The firm works with retirees, business owners, and entrepreneurs, offering planning, estate and insurance guidance, retirement plan support, and business succession advice. Portfolios lean on ETFs and public funds with fixed income exposure; custody includes Fidelity/NFS and a team with CFP/CFA/CPA credentials.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER TRENT LUCAS
MANAGING PRINCIPAL
- CRD
- #2468959
- Ownership
- 25% but less than 50%
MICHAEL JOSEPH MAISEL
Chief Executive Officer, MANAGING PRINCIPAL
- CRD
- #4214372
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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MATTHEW JAMES AQUILIA
Investment Advisor
- CRD
- #3168428
JUSTIN KERR BROWN
Financial Advisor, General Partner
- CRD
- #5058577
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,515,563,474 | $407,300 |
| Non-Discretionary | $0 | -- |
| Total | $1,515,563,474 | $407,300 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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