Adviser Profile

As of Date 04/07/2026
Registration SEC, Approved, 09/25/2024
Other registrations (5)
Former registrations

FINANCIAL LEGACY MANAGEMENT, INC.

ADV Location LITTLE ROCK, AR, United States
Contact Info 501 xxxxxxx
Websites
AUM* 155,000,000 30%
of that, discretionary 155,000,000 30%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 216,783 -32%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

155M 133M 111M 89M 66M 44M 22M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees