NewRiaPulse / report
Legacy Partners Financial Group, LLC: new SEC registration, $108M AUM, Woodstock, GA
Legacy Partners Financial Group, LLC (Woodstock, Georgia): new SEC registration, $108M AUM, Woodstock, GA. Its amount of 108 is below the median of 134 (20th percentile). Dated 36 days ago, it serves as a historical benchmark. Score 75/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 108 · 20th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 24 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Legacy Partners Financial Group, LLC |
| Legal name | Legacy Partners Financial Group, LLC |
| CRD | 137025 |
| Status | Approved |
| Registered with the SEC | 2026-09-29 |
| Latest Form ADV filing | 2026-09-30 |
| Location | Woodstock, GA, United States |
| Regulatory AUM | $107,628,538 |
| Accounts | 517 |
| Employees | 10 |
| Website | HTTPS://WWW.MYLPFG.com |
| amount percentile | 20th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (25 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (GA first): Fulcrum Equity Partners, INC. · Highbrook Capital Partners · Tcp Management LLC · Gridline · San Blas Advisory, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Legacy Partners Financial Group, LLC and 25 Georgia peers
- Georgia NewRiaPulse records like this one: 25
- Legacy Partners Financial Group, LLC's amount: 20th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $108M under management.
- Website on file.
What is the NewRiaPulse record for Legacy Partners Financial Group, LLC in Woodstock, Georgia?
Legacy Partners Financial Group, LLC received SEC registration as an investment adviser (2026-09-29) with $107,628,538 in regulatory assets under management, based in Woodstock, GA.
How does Legacy Partners Financial Group, LLC compare to other Georgia NewRiaPulse records?
Its amount of 108 is below the median (20th percentile); smaller records often move faster and face less competition. It is 36 days old, still within a typical 45-day follow-up window. Its Score of 75/100 puts it among the stronger signals in this feed.
Legacy Partners Financial Group, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.