CRD: 324258
Legacy Financial Independent Advisors LLC
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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 01-23-2023
- Office Locations
- 1
Office Locations
About Legacy Financial Independent Advisors LLC
Legacy Financial Independent Advisors is an SEC-registered RIA in Louisville, KY providing financial planning and wealth management for individuals and families, business owners, and employer retirement plans. The team builds goal-based plans and invests behind them, with focus on portfolio construction, tax planning and investment tax strategies, and income generation. Custody includes Fidelity/NFS and Raymond James.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
BRUCE EDWARD MCCREA
Financial Advisor, Investment Advisor
- CRD
- #874087
- Ownership
- 25% but less than 50%
BRYAN SEAN MCCREA
CHIEF OPERATING OFFICER, Financial Advisor, General Partner, Managing Member
- CRD
- #5830009
- Ownership
- 25% but less than 50%
Eagle atlas
Alpha eagle
- CRD
- #34440
- Ownership
- 21.8%
Showing 2 of 4 owners & executives
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SHEREE LONG BOLLINGER
Office Manager
- CRD
- #1437851
Zachary Andrew Gutermuth
--
- CRD
- #7319751
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $484,012,911 | $185,162 |
| Non-Discretionary | $0 | -- |
| Total | $484,012,911 | $185,162 |
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Separately Managed Accounts
Total SMA Asset: $484,012,911
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,049,928,468 | 12.2% |
| Equity - Exchange | $2,237,552,472 | 26.0% |
| Corporate - Investment Grade | $1,024,110,555 | 11.9% |
| Other | $1,015,504,584 | 11.8% |
| Cash | $567,994,089 | 6.6% |
| Municipal Bonds | $1,230,653,860 | 14.3% |
| U.S. Government/Agency | $1,480,227,019 | 17.2% |
| Total | $8,605,971,047 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT NORTH | CAPITAL PIONEER | 2DEPQT9JM | EAOW | 3.26% | $84,468,094 |
| RIDGE DELTA PIONEER | VITAL PRIME | LP7QOG2TH | QTVKO | 1.02% | $65,423,692 |
| RADIAL VERTEX | RADIAL VERTEX | TQPEH2YK3 | MGUFW | 11.24% | $16,706,426 |
| DELTA RIDGE UNISON | BRIDGE HORIZON | ZXYAJEPOD | XBIXB | 11.16% | $92,560,910 |
| ELEMENT PEAK | FUSION PIONEER | ROTNNTAV2 | YJYGV | 6.19% | $32,078,383 |
| SIGNAL FUSION BEACON | EAGLE VALUE | Q5FND8L88 | UWNTI | 10.26% | $33,854,642 |
| ALPHA HORIZON HORIZON | EMBER OPTIMA | ZBIZGR9R7 | LNMHJ | 9.38% | $61,160,823 |
| UNISON FRONTIER | HARBOR FOUNDATION | 8XXKYJB55 | HQHX | 5.22% | $81,593,724 |