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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-04-2005
- Office Locations
- 1
Office Locations
About THE Legacy Financial Group, Inc.
The Legacy Financial Group is a Tulsa, OK-based RIA serving individuals and business owners with integrated wealth management—financial planning, tax and estate planning, insurance, and business succession/legacy planning. Portfolios emphasize asset allocation and risk management using public funds and ETFs, with custody at Charles Schwab; planning workflows leverage eMoney.
Team overview
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Investment Themes
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Owner & Executives
KEVIN KYLE KING
President, Wealth Advisor
- CRD
- #4498340
- Ownership
- 50% but less than 75%
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LYDIA DANIELLE CARNETT
Financial Planner
- CRD
- #7429740
HAYDEN ANDREW HUNT
Senior Financial Planner
- CRD
- #8128082
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,363,372 | $414,736 |
| Non-Discretionary | $6,371,151 | $63,081 |
| Total | $590,734,523 | $391,215 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | 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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