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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-2003
- Office Locations
- 1
Office Locations
About Tanglewood Legacy Advisors, LLC
Houston-based Tanglewood Legacy Advisors serves entrepreneurs and multigenerational families as a “Family CFO,” coordinating tax, business, philanthropic and estate planning with clients’ other advisors through a virtual boardroom. The firm delivers holistic wealth planning, portfolio construction and asset-allocation management, using public funds including ETFs and mutual funds, and works with custodians such as LPL Financial.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Kevin Bruce Roth
Chief Executive Officer, Managing Director
- CRD
- #5826198
- Ownership
- 75% or more
ANDREW TODD GARDENER
Chairman, Chief Compliance Officer, President
- CRD
- #1172071
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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FRANCISCO ABELARDO SALAVERRY
Wealth Advisor
- CRD
- #6752973
ERANDATHI M SHAW
Vice President
- CRD
- #4768836
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $779,522,702 | $1,392,005 |
| Non-Discretionary | $29,451,823 | $9,817,274 |
| Total | $808,974,525 | $1,436,900 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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