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- Custodian
- --
- Clients
- Retail
- Platforms
- Zenith oak
- Established Date
- 11-13-2012
- Office Locations
- 1
Office Locations
About Legacy Group
Legacy Group is an independent, fee-based fiduciary advisor in Tyler, Texas serving East Texas families. The firm provides investment management and holistic planning, including retirement, tax and estate planning, money management, and ongoing financial coaching. Its stated philosophy follows academic investing principles—favoring disciplined, evidence-based portfolios over stock-picking or market timing—and public data indicates ETF-focused SMA implementation.
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Owner & Executives
MICHAEL WAYNE EVANS
Founder
- CRD
- #1014182
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $89,351,254 | -- |
| Total | $89,351,254 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,351,254
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,794,867,814 | 100.0% |
| Total | $1,794,867,814 | 100.0% |