$62.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
137 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- UnisonBridge
- Established Date
- 08-17-2009
- Office Locations
- 1
Office Locations
133 S. Milton Street Unit C Smithville OH
About NEW Legacy Financial Group, LLC
New Legacy Financial Group, LLC is a fee-only RIA providing comprehensive financial and investment planning for individuals and business owners. The firm evaluates clients' full financial picture to build coordinated strategies focused on asset allocation and risk management, implemented primarily with mutual funds and ETFs. Custodies assets at Charles Schwab.
Team overview
50 AVG AGE
$62.5M AVG AUM / ADVISOR
$456.4K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Wave
Client Personas
Horizon vital
Custodian
Optima
Investment Themes
Radial momentum Bridge
Investment Vehicles
Delta
Services
Horizon Beacon north Zenith Timber pathway Oak harbor Unison quantum Radial timber
Technology
Signal Frontier glacier
Owner & Executives
JASON DEAN BURKHOLDER
Chief Compliance Officer, President
- CRD
- #5537497
- Ownership
- 75% or more
(726) 283-2895
ridge.legacy@pioneercapital.com
in linkedin.com/in/summit-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $62,521,369 | -- |
| Total | $62,521,369 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,521,369
Public Funds:
19.8% Equity - Exchange:
39.7% Cash:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $474,536,888 | 19.8% |
| Equity - Exchange | $951,470,428 | 39.7% |
| Cash | $970,643,635 | 40.5% |
| Total | $2,396,650,951 | 100.0% |