L
$117.2M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Pioneer oak
- Established Date
- 07-28-2025
- Office Locations
- 2
Office Locations
845 S LOS Angeles ST LOS Angeles CA
-- LOS Angeles CA
About Legacy Road Family Offices
Legacy Road Family Offices is a LOS Angeles-based RIA with 2 offices. The firm has been operating for 0 years. Managing $117.2M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$117.2M AVG AUM / ADVISOR
$29.3M AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
North Vital signal Ember bridge Optima meridian North Quantum Signal Horizon eagle Vector legacy Eagle Oak quantum
Client Personas
Delta foundation Momentum vital
Custodian
Timber
Investment Themes
Frontier
Investment Vehicles
Vertex Prime fusion
Services
Foundation wave Ridge horizon Wave ridge Zenith Harbor Legacy summit
Technology
Insight value
Owner & Executives
L
LAURENCE BOYD RICHARDS
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5149386
- Ownership
- 75% or more
(805) 341-7082
oak.capital@deltacapital.com
in linkedin.com/in/value-delta
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $117,156,003
Private Funds:
14.4% Equity - Exchange:
18.1% Cash:
41.4% Public Funds:
26.1% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $177,095,985 | 14.4% |
| Equity - Exchange | $222,599,815 | 18.1% |
| Cash | $509,150,957 | 41.4% |
| Public Funds | $320,986,473 | 26.1% |
| Total | $1,229,833,230 | 100.0% |