Legacy Financial Independent Advisors Llc
- Regulatory AUM
- $484M
- Discretionary
- $484M
- Clients
- 749
- Avg AUM / client
- $646K
- Accounts
- 2,614
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 585 | $135M | 27.9% |
| High net worth individuals | 156 | $344M | 71.1% |
| Charitable organizations | Fewer than 5 clients | $973K | 0.2% |
| Corporations and other businesses | 8 | $3.9M | 0.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Edward Mccrea | Managing Member And Chief Compliance Officer | Jan 2023 (4y) | 25% – 50% | |
| Bryan Sean Mccrea | Member | Jan 2023 (4y) | 25% – 50% | |
| Christopher Robert Mccrea | Member | CFP | Jan 2023 (4y) | 25% – 50% |
| Thomas Clifford Falkner | Registered representative | CFP | Jan 2023 (4y) | |
| Sheree Long Bollinger | Registered representative | Jan 2023 (4y) | ||
| Zachary Andrew Gutermuth | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/30/2026 | 910 KB | 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
Custody
Reported custodians
- Raymond James $484M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗