$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
3 Employees
60 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-21-2022
- Office Locations
- 2
Office Locations
208 S Johnson Street Suite 101 Mckinney TX
-- Mckinney TX
About Legacy Folios
Legacy Folios is a McKinney, TX RIA providing personalized financial planning and investment guidance for professionals and families, pre-retirees, and retirees. The firm emphasizes retirement income and drawdown strategy, tax-efficient portfolio construction, and risk management to align investments with long-term goals. Public filings indicate Charles Schwab custody and portfolios primarily implemented with ETFs.
Team overview
43 AVG AGE
$23.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
GARY MACK BRITTAIN
Chief Compliance Officer, Owner
- CRD
- #5309869
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Joseph Anthony Nappi
--
- CRD
- #6799540
Available
Available
Available
B
Braiden Simpson
--
- CRD
- #7607493
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,979,594 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,979,594 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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