Legacy Investment Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 144477
· Voorhees, NJ
· WWW.STURDIVANT-CO.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $31.5M
- Discretionary
- $31.5M
- Clients
- 69
- Avg AUM / client
- $456K
- Accounts
- 95
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $5.6M | 17.7% |
| High net worth individuals | 7 | $24.5M | 77.7% |
| Charitable organizations | 3 | $1.2M | 3.8% |
| State or municipal government entities | 1 | $239K | 0.76% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harvey Richard Dekrafft | Registered representative | Jan 2021 (6y) | ||
| Mitchell Brad Pinheiro | Registered representative | CFA | Jan 2021 (6y) | |
| Louis Robert Fevrin | Registered representative | Feb 2023 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗