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- Custodian
- Folio Investments
- Clients
- Retail and Institutional
- Platforms
- DeltaMatrix summit
- Established Date
- 12-01-2019
- Office Locations
- 3
Office Locations
About Legacy Knight MFO, LLC
Legacy Knight is an independent Dallas-based multi-family office serving high-net-worth families, led by family office veterans with deep experience across prominent Texas families. The firm delivers bespoke, hands-on wealth and legacy planning, building portfolios that combine public markets (including ETFs) with a forward-looking focus on alternatives and a rigorous, deal-by-deal qualification and diligence process.
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Owner & Executives
BRAD DARIN MARTIN
Chief Compliance Officer, Chief Financial Officer
- CRD
- #5459614
- Ownership
- Less than 5%
MATTHEW ROBERT OGLE
FOUNDING PARTNER, President
- CRD
- #5162128
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Claire Hannah Balentine
--
- CRD
- #7593988
Philip Clark
Managing Director
- CRD
- --
Matrix pathway
Foundation fusion
- CRD
- #38204
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $942,251,403 | $28,553,073 |
| Non-Discretionary | $1,904,105,305 | $95,205,265 |
| Total | $2,846,356,708 | $53,704,844 |
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Separately Managed Accounts
Total SMA Asset: $1,904,105,305
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $312,894,364 | 6.9% |
| Cash | $911,474,887 | 20.1% |
| Other | $1,101,932,326 | 24.3% |
| Public Funds | $285,686,159 | 6.3% |
| U.S. Government/Agency | $988,564,803 | 21.8% |
| Corporate - Investment Grade | $934,148,390 | 20.6% |
| Total | $4,534,700,929 | 100.0% |