Legacy Financial Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

158675

SEC number

801-72637

Firm type

RIA

Assets under management

$1.5B as of Mar 6, 2026

Website

legacyfinancialadvisors.com ↗

Phone

859-655-5225

Address

117 East Fourth Street, Covington, KY, 41011

Advisors at this firm

13 in our index · page 1 of 1

• Matthew James AquiliaCRD 3168428 · Covington, KY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Justin Kerr BrownCRD 5058577 · Covington, KY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Justin KuhnheinCRD 6622945 · Covington, KY
  IA Registered
• Mitchell James LampertCRD 6990038 · Covington, KY
  IA RegisteredRegistration inactive
• Michael Joseph MaiselCRD 4214372 · Covington, KY
  IA RegisteredRegistration inactive
• Michael Jonathan MaiselCRD 7613652 · Covington, KY
  IA RegisteredRegistration inactive
• Michael James McwhinnieCRD 4334896 · Covington, KY
  IA RegisteredRegistration inactive
• Lars Edward MeimanCRD 7035553 · Covington, KY
  IA Registered
• Seth Howard SanbornCRD 5464772 · Covington, KY
  IA RegisteredRegistration inactive
• Paul Anthony SartoriCRD 1321982 · Covington, KY
  IA RegisteredRegistration inactive
• Robert Clayton ScrogginsCRD 4929045 · Cincinnati, OH
  IA RegisteredRegistration inactive
• John Morgan SmithCRD 3110921 · Glenview, IL
  IA Registered
• John Michael WildernCRD 4109291 · Carmel, IN
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.