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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway meridianEmber +more
- Established Date
- 09-14-1993
- Office Locations
- 1
Office Locations
About Legend Financial Advisors INC
Legend Financial Advisors is a Pittsburgh-based, SEC-registered, fee-only fiduciary RIA providing wealth management—financial planning and investment management—for individuals and families, retirees, business owners, medical practices, and employer retirement plans. The firm emphasizes low-cost, tax-efficient portfolio construction and uses ETFs and mutual funds where appropriate, with 32+ years in business.
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Owner & Executives
JAMES JUDE HOLTZMAN
Chief Compliance Officer, Chief Executive Officer, President, WEALTH ADVISOR
- CRD
- #4292875
- Ownership
- 50% but less than 75%
Christopher J Kail
DIRECTOR OF MARKETING, Financial Advisor, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
WILLIAM THOMAS KNIGHT
Wealth Advisor
- CRD
- #5840840
Robert Charles White Jr.
Financial Advisor, General Partner
- CRD
- #7314647
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $389,919,871 | $1,780,456 |
| Non-Discretionary | $0 | -- |
| Total | $389,919,871 | $1,780,456 |
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Separately Managed Accounts
Total SMA Asset: $389,919,871
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,042,025,683 | 49.2% |
| Cash | $523,130,780 | 24.7% |
| Equity - Exchange | $552,781,918 | 26.1% |
| Total | $2,117,938,381 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM FOCUS BEACON | DELTA ELEMENT | I1OHPMF5K | PDT | 3.19% | $104,993,161 |
| PRIME EMBER CATALYST | MOMENTUM VECTOR | 5A0CSUXUH | UTBK | 12.23% | $47,708,015 |
| QUANTUM OPTIMA FOCUS | PATHWAY OAK | J6SHBRN96 | TNJJV | 9.42% | $97,594,353 |
| EAGLE LEGACY | MATRIX PEAK | 4CS3ZBMUA | VYGTC | 0.60% | $24,730,794 |
| EMBER OAK | PRIME EMBER | GRALG8UIN | GIBC | 2.86% | $55,943,878 |
| FUSION PRIME | SUMMIT VALUE | JP9L7RC35 | RKZKT | 10.22% | $57,932,952 |
| CREST PRIME BRIDGE | CAPITAL RADIAL | PAC9NZTSN | KUBQI | 1.80% | $32,478,006 |
| WAVE EMBER | RIDGE CREST | JQ65GES7S | UOL | 3.47% | $11,687,014 |