CRD: 144477
Legacy Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Janney
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-16-2007
- Office Locations
- 1
Office Locations
About Legacy Investment Advisors, LLC
Legacy Investment Advisors, LLC (an affiliate of Sturdivant & Co. Inc.) provides discretionary and advisory portfolio management for foundations and individuals, implementing client mandates and IPS-defined goals, time horizon, and risk tolerance. The firm follows a long-term, conservative approach using disciplined, rules-based asset allocation and active portfolio oversight to balance risk and return. Its SMA portfolios are primarily ETF-based and distributed through multiple channels.
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HARVEY RICHARD DEKRAFFT
Managing Director
- CRD
- #1579931
- Ownership
- Less than 5%
CARL RICHARD GIBBS JR
--
- CRD
- #2487105
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LOUIS ROBERT FEVRIN
--
- CRD
- #4039506
MITCHELL BRAD PINHEIRO
Senior Vice President
- CRD
- #1262698
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,497,971 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,497,971 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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