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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-20-2020
- Office Locations
- 2
Office Locations
About Legacy Financial Advisors
Legacy Financial Advisors is an investment advisory firm in Saint Simons Island, GA serving retail and institutional clients, with a focus on business owners and entrepreneurs. The firm provides financial planning (tax, estate, retirement, and insurance) alongside portfolio construction that emphasizes ETFs and diversified public funds, with access to alternatives and fixed income. Custody includes Schwab and Merrill, and the team uses Orion.
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Owner & Executives
WESLEY R JOINER
Chief Compliance Officer, PRINCIPAL
- CRD
- #5732382
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kyle Andrew Holland
Senior Financial Analyst
- CRD
- #7943192
WILLIAM ROBERT JOINER MR.
Investment Advisor Representative
- CRD
- #2232377
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,561,410 | $274,888 |
| Non-Discretionary | $44,608,219 | $250,608 |
| Total | $139,169,629 | $266,608 |
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Separately Managed Accounts
Total SMA Asset: $139,169,629
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $71,252,180 | 15.0% |
| Equity - Exchange | $75,527,311 | 15.9% |
| Cash | $47,026,439 | 9.9% |
| Corporate - Investment Grade | $72,677,224 | 15.3% |
| Equity - OTC | $67,927,079 | 14.3% |
| Private Funds | $70,777,166 | 14.9% |
| U.S. Government/Agency | $69,827,136 | 14.7% |
| Total | $475,014,535 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER ATLAS | VALUE FRONTIER | D1J1AGY5J | UNDF | 11.59% | $82,329,647 |
| RADIAL CREST UNISON | UNISON FRONTIER | F6CAOQBMR | EJJ | 5.11% | $4,445,920 |
| ELEMENT ALPHA PRIME | CAPITAL RADIAL | 2NWLTTOC5 | FXON | 3.34% | $118,407,303 |
| EAGLE QUANTUM | WAVE OAK | SIR26LREL | JPOZ | 7.29% | $9,506,962 |
| NORTH NORTH MATRIX | ELEMENT MERIDIAN | B3RNAU28R | HBHMB | 9.63% | $119,787,486 |
| ELEMENT CAPITAL HORIZON | RIDGE ZENITH | CDRPIY103 | PCL | 4.21% | $115,954,214 |
| OPTIMA HARBOR ALPHA | PRIME BRIDGE | Z6HU1CFRA | QCQY | 0.86% | $94,351,968 |
| HARBOR BRIDGE FRONTIER | PRIME FRONTIER | 1MKJSNKCW | FPZGL | 11.43% | $25,246,352 |