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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2025
- Office Locations
- 1
Office Locations
About Legacy Road Family Offices
Legacy Road Family Offices is a LOS Angeles-based RIA. The firm has been operating for 1 years. Managing $117.2M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Between November 24, 2025 and March 31, 2026, reported AUM decreased 3.5%, from $121.4M to $117.2M.
Of the latest reported AUM, 1.4% is discretionary and 98.6% is non-discretionary.
The firm reports 1 advisory representatives and 4 clients, or 4 clients per representative. That equates to $29.3M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Legacy Road Family Offices record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LAURENCE BOYD RICHARDS
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5149386
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,606,412 | $1,606,412 |
| Non-Discretionary | $115,549,591 | $38,516,530 |
| Total | $117,156,003 | $29,289,001 |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Road Family Offices has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.