$31.0M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
3 Employees
50 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HorizonPathway +more
- Established Date
- 04-28-2021
- Office Locations
- 1
Office Locations
9002 SIX Pines Drive THE Woodlands TX
About Legacy Financial Designs
Legacy Financial Designs is a Texas-based, fee-only fiduciary advisory firm helping working families build customized financial game plans that pair ongoing planning with investment guidance for goals like college funding and lifestyle planning. The firm emphasizes plain-English advice, no commissions, and no asset minimums, and primarily custodians client assets at Charles Schwab.
Team overview
37 AVG AGE
$15.5M AVG AUM / ADVISOR
$620.7K AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vertex
Client Personas
Atlas pathway
Custodian
Ridge
Investment Themes
Foundation Optima Timber pioneer
Investment Vehicles
Ridge meridian
Platform
Ridge
Services
Pioneer matrix Ridge Pathway catalyst Insight Value zenith Value Alpha glacier Unison Meridian
Technology
Bridge Foundation zenith Optima signal
Owner & Executives
SKYLER CHRISTIAN DENNY
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6737178
- Ownership
- 75% or more
(685) 503-4510
unison.value@vitalcapital.com
in linkedin.com/in/harbor-catalyst
Showing 1 of 1 owners & executives
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D
David Brian Wanja
--
- CRD
- #7228276
(974) 408-8167
harbor.value@foundationcapital.com
in linkedin.com/in/catalyst-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,761,677 | -- |
| Non-Discretionary | $1,275,488 | -- |
| Total | $31,037,165 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,037,165
Equity - Exchange:
28.8% Public Funds:
71.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $767,762,813 | 28.8% |
| Public Funds | $1,898,080,288 | 71.2% |
| Total | $2,665,843,101 | 100.0% |