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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2015
- Office Locations
- 1
Office Locations
About Legacy Wealth Advisors, LLC
Legacy Wealth Advisors is a Miami-based, SEC-registered RIA within the Legacy Group of Companies providing financial advice, consulting and family office services for an exclusive group of individuals and families. The team builds bespoke portfolios across public and private markets, including direct private-company investments and allocations to private equity, venture capital, hedge funds and structured products. Client access and reporting are supported via a Tamarac client portal.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
EUGENE LAZAREVICH FRENKEL
Chief Executive Officer, Owner
- CRD
- --
- Ownership
- Less than 5%
Robert Emmett McNally
Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Julian Robert Dallas
--
- CRD
- #8250992
JASON THOMAS HATHAWAY
Chief Investment Officer, Private Equity General Partner
- CRD
- #5001545
Zenith pathway
Beacon insight beacon
- CRD
- #30773
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $491,839,100 | $2,999,019 |
| Non-Discretionary | $430,936,013 | $3,747,270 |
| Total | $922,775,113 | $3,307,438 |
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Separately Managed Accounts
Total SMA Asset: $922,775,113
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $809,320,529 | 16.3% |
| Cash | $883,797,878 | 17.8% |
| Municipal Bonds | $178,745,638 | 3.6% |
| Equity - Exchange | $685,191,613 | 13.8% |
| U.S. Government/Agency | $829,181,155 | 16.7% |
| Sovereign Bonds | $218,466,891 | 4.4% |
| Corporate - Investment Grade | $521,341,445 | 10.5% |
| Public Funds | $839,111,469 | 16.9% |
| Total | $4,965,156,618 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT CAPITAL | FUSION VECTOR | KHB4MLZNL | XRX | 7.00% | $92,275,530 |
| VERTEX HORIZON | VERTEX SUMMIT | IB7NRLUY0 | MRUR | 6.80% | $30,912,730 |
| CATALYST FUSION PRIME | CATALYST VERTEX | PFFBFSDO2 | ZIGL | 2.83% | $108,216,742 |
| WAVE PRIME | LEGACY PIONEER | OW3LJTTIC | GKF | 7.44% | $66,805,759 |
| SUMMIT ALPHA EMBER | MERIDIAN INSIGHT | AE3YV444C | ZQFCL | 5.79% | $20,327,320 |
| RADIAL WAVE INSIGHT | SIGNAL PEAK | 9O29TCGNT | KXLOD | 8.16% | $67,673,779 |
| WAVE VERTEX WAVE | MATRIX VECTOR | R0UAEIH5M | FHJD | 1.81% | $15,460,296 |
| TIMBER FUSION FRONTIER | BRIDGE NORTH | LMM3DBD5W | VHPZ | 2.41% | $118,342,134 |