Active
THE LEGACY FINANCIAL GROUP, INC.
Investment Advice|TULSA, OK
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$513.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 492.0M |
| Non-Discretionary | 21.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 135059 |
| SEC Number | 801-64293 |
| Street Address | 1425 E. 41ST PLACE |
| Street Address 2 | SUITE 100 |
| Location | TULSA, OK 74105 |
| Country | United States |
| Phone | 918-665-0826 |
| Fax | 918-933-4393 |
| Total Employees | 9 |
| Business Types | insurance_broker |
Client Count by Type (309 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 178 |
| High Net Worth Individual… | 131 |
Community Partners
CITY OF BRISTOW
CITY OF DRUMRIGHT
CITY OF JENKS
CITY OF OILTON
CITY OF SAPULPA
CITY OF TULSA
COUNTY OF CREEK
TOWN OF DEPEW
TOWN OF KELLYVILLE
TOWN OF KIEFER
TOWN OF LAWRENCE CREEK
TOWN OF MANNFORD
TOWN OF MOUNDS
TOWN OF SLICK
CITY OF BRISTOW
CITY OF DRUMRIGHT
CITY OF JENKS
CITY OF OILTON
CITY OF SAPULPA
CITY OF TULSA
COUNTY OF CREEK
TOWN OF DEPEW
TOWN OF KELLYVILLE
TOWN OF KIEFER
TOWN OF LAWRENCE CREEK
TOWN OF MANNFORD
TOWN OF MOUNDS
TOWN OF SLICK
CITY OF BRISTOW
CITY OF DRUMRIGHT
CITY OF JENKS
CITY OF OILTON
CITY OF SAPULPA
CITY OF TULSA
COUNTY OF CREEK
TOWN OF DEPEW
TOWN OF KELLYVILLE
TOWN OF KIEFER
TOWN OF LAWRENCE CREEK
TOWN OF MANNFORD
TOWN OF MOUNDS
TOWN OF SLICK
Municipal Government
14 Active
14
Organizations
BRISTOW CITY HOUSING AUTHORITY
BRISTOW MUNICIPAL AUTHORITY
CREEK COUNTY CONSERVATION DISTRICT
CREEK COUNTY CONSOLIDATED RURAL WATER DISTRICT 3
CREEK COUNTY EMERGENCY AMBULANCE SERVICE DISTRICT
CREEK COUNTY RURAL WATER DISTRICT 1
CREEK COUNTY RURAL WATER DISTRICT 10
CREEK COUNTY RURAL WATER DISTRICT 2
CREEK COUNTY RURAL WATER DISTRICT 4
CREEK COUNTY RURAL WATER DISTRICT 5
CREEK COUNTY RURAL WATER DISTRICT 7
DRUMRIGHT CITY HOUSING AUTHORITY
HOUSING AUHTORITY OF THE CITY OF DRUMRIGHT OK
OILTON HOUSING AUTHORITY
TANEHA UTILITIES AUTHORITY
BRISTOW CITY HOUSING AUTHORITY
BRISTOW MUNICIPAL AUTHORITY
CREEK COUNTY CONSERVATION DISTRICT
CREEK COUNTY CONSOLIDATED RURAL WATER DISTRICT 3
CREEK COUNTY EMERGENCY AMBULANCE SERVICE DISTRICT
CREEK COUNTY RURAL WATER DISTRICT 1
CREEK COUNTY RURAL WATER DISTRICT 10
CREEK COUNTY RURAL WATER DISTRICT 2
CREEK COUNTY RURAL WATER DISTRICT 4
CREEK COUNTY RURAL WATER DISTRICT 5
CREEK COUNTY RURAL WATER DISTRICT 7
DRUMRIGHT CITY HOUSING AUTHORITY
HOUSING AUHTORITY OF THE CITY OF DRUMRIGHT OK
OILTON HOUSING AUTHORITY
TANEHA UTILITIES AUTHORITY
BRISTOW CITY HOUSING AUTHORITY
BRISTOW MUNICIPAL AUTHORITY
CREEK COUNTY CONSERVATION DISTRICT
CREEK COUNTY CONSOLIDATED RURAL WATER DISTRICT 3
CREEK COUNTY EMERGENCY AMBULANCE SERVICE DISTRICT
CREEK COUNTY RURAL WATER DISTRICT 1
CREEK COUNTY RURAL WATER DISTRICT 10
CREEK COUNTY RURAL WATER DISTRICT 2
CREEK COUNTY RURAL WATER DISTRICT 4
CREEK COUNTY RURAL WATER DISTRICT 5
CREEK COUNTY RURAL WATER DISTRICT 7
DRUMRIGHT CITY HOUSING AUTHORITY
HOUSING AUHTORITY OF THE CITY OF DRUMRIGHT OK
OILTON HOUSING AUTHORITY
TANEHA UTILITIES AUTHORITY
Special District
15 Active
15
Organizations
ALLEN BOWDEN SCH DIST 35
BRISTOW SCH DIST 2
CENTRAL TECHNOLOGY CENTER
CENTRAL TECH TECHNOLOGY CENTER
DEBORAH BROWN COMMUNITY SCHOOL INC
DEPEW SCH DIST 21
DRUMRIGHT SCH DIST 39
GYPSY SCHOOL DIST 12
INDEPENDENT SCHOOL DISTRICT NO 10
KELLYVILLE SCH DIST 31
KIEFER SCH DIST 18
KIPP TULSA COLLEGE PREPARATORY
LONE STAR SCH DIST 8
MANNFORD SCH DIST 3
MOUNDS SCH DIST 5
OILTON SCH DIST 20
OLIVE SCH DIST 17
PRETTY WATER SCH DIST 34
SANKOFA MIDDLE SCHOOL FOR CREATIVE & PERFORMING ARTS INC
SAPULPA SCH DIST 33
ALLEN BOWDEN SCH DIST 35
BRISTOW SCH DIST 2
CENTRAL TECHNOLOGY CENTER
CENTRAL TECH TECHNOLOGY CENTER
DEBORAH BROWN COMMUNITY SCHOOL INC
DEPEW SCH DIST 21
DRUMRIGHT SCH DIST 39
GYPSY SCHOOL DIST 12
INDEPENDENT SCHOOL DISTRICT NO 10
KELLYVILLE SCH DIST 31
KIEFER SCH DIST 18
KIPP TULSA COLLEGE PREPARATORY
LONE STAR SCH DIST 8
MANNFORD SCH DIST 3
MOUNDS SCH DIST 5
OILTON SCH DIST 20
OLIVE SCH DIST 17
PRETTY WATER SCH DIST 34
SANKOFA MIDDLE SCHOOL FOR CREATIVE & PERFORMING ARTS INC
SAPULPA SCH DIST 33
ALLEN BOWDEN SCH DIST 35
BRISTOW SCH DIST 2
CENTRAL TECHNOLOGY CENTER
CENTRAL TECH TECHNOLOGY CENTER
DEBORAH BROWN COMMUNITY SCHOOL INC
DEPEW SCH DIST 21
DRUMRIGHT SCH DIST 39
GYPSY SCHOOL DIST 12
INDEPENDENT SCHOOL DISTRICT NO 10
KELLYVILLE SCH DIST 31
KIEFER SCH DIST 18
KIPP TULSA COLLEGE PREPARATORY
LONE STAR SCH DIST 8
MANNFORD SCH DIST 3
MOUNDS SCH DIST 5
OILTON SCH DIST 20
OLIVE SCH DIST 17
PRETTY WATER SCH DIST 34
SANKOFA MIDDLE SCHOOL FOR CREATIVE & PERFORMING ARTS INC
SAPULPA SCH DIST 33
School District
23 Active
23
Organizations
108 CONTEMPORARY
12 & 12 INC
1-2-3 INTERNATIONAL LTD
153 FISH INCORPORATED
173DCOM INC
1921 SANKOFA FUND INC
1ST STEP MALE DIVERSION PROGRAM INC
3131 E 7TH ST INC
3ARS INSTITUTE
3T SPORTS
420 DAVE WHITLOCK CHAPTER OF TROUT UNLIMITED
46 FORWARD INC
4-D COMMUNICATIONS MINISTRY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
55558 GLENPOOL
574 FOUNDATION
108 CONTEMPORARY
12 & 12 INC
1-2-3 INTERNATIONAL LTD
153 FISH INCORPORATED
173DCOM INC
1921 SANKOFA FUND INC
1ST STEP MALE DIVERSION PROGRAM INC
3131 E 7TH ST INC
3ARS INSTITUTE
3T SPORTS
420 DAVE WHITLOCK CHAPTER OF TROUT UNLIMITED
46 FORWARD INC
4-D COMMUNICATIONS MINISTRY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
55558 GLENPOOL
574 FOUNDATION
108 CONTEMPORARY
12 & 12 INC
1-2-3 INTERNATIONAL LTD
153 FISH INCORPORATED
173DCOM INC
1921 SANKOFA FUND INC
1ST STEP MALE DIVERSION PROGRAM INC
3131 E 7TH ST INC
3ARS INSTITUTE
3T SPORTS
420 DAVE WHITLOCK CHAPTER OF TROUT UNLIMITED
46 FORWARD INC
4-D COMMUNICATIONS MINISTRY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
55558 GLENPOOL
574 FOUNDATION
Nonprofit Organization
4160 Active
4160
Organizations
Community Partners102 organizations
CITY OF OILTON
Municipal Government·OILTON
CITY OF SAPULPA
Municipal Government·SAPULPA
CITY OF TULSA
Municipal Government·TULSA
COUNTY OF CREEK
Municipal Government·SAPULPA
TOWN OF DEPEW
Municipal Government·DEPEW
TOWN OF KELLYVILLE
Municipal Government·KELLYVILLE
TOWN OF KIEFER
Municipal Government·KIEFER
TOWN OF LAWRENCE CREEK
Municipal Government·MANNFORD
TOWN OF MOUNDS
Municipal Government·MOUNDS
TOWN OF SLICK
Municipal Government·SLICK
BRISTOW CITY HOUSING AUTHORITY
Special District·BRISTOW
BRISTOW MUNICIPAL AUTHORITY
Special District·BRISTOW
CREEK COUNTY CONSOLIDATED RURAL WATER DISTRICT 3
Special District·SAPULPA
CREEK COUNTY EMERGENCY AMBULANCE SERVICE DISTRICT
Special District·SAPULPA
CREEK COUNTY RURAL WATER DISTRICT 1
Special District·KELLYVILLE
CREEK COUNTY RURAL WATER DISTRICT 10
Special District·MANNFORD
CREEK COUNTY RURAL WATER DISTRICT 4
Special District·OAKHURST
CREEK COUNTY RURAL WATER DISTRICT 5
Special District·MANNFORD
CREEK COUNTY RURAL WATER DISTRICT 7
Special District·MOUNDS
DRUMRIGHT CITY HOUSING AUTHORITY
Special District·DRUMRIGHT
HOUSING AUHTORITY OF THE CITY OF DRUMRIGHT OK
Special District·DRUMRIGHT
OILTON HOUSING AUTHORITY
Special District·OILTON
TANEHA UTILITIES AUTHORITY
Special District·TULSA
CENTRAL TECH TECHNOLOGY CENTER
School District·DRUMRIGHT
DEBORAH BROWN COMMUNITY SCHOOL INC
School District·TULSA
INDEPENDENT SCHOOL DISTRICT NO 10
School District·TULSA
KIPP TULSA COLLEGE PREPARATORY
School District·TULSA
SANKOFA MIDDLE SCHOOL FOR CREATIVE & PERFORMING ARTS INC
School District·TULSA
TULSA HONOR ACADEMY INC
School District·TULSA
TULSA LEGACY CHARTER SCHOOL
School District·TULSA
TULSA SCHOOL OF ARTS & SCIENCES INC
School District·TULSA
108 CONTEMPORARY
Nonprofit Organization·TULSA
12 & 12 INC
Nonprofit Organization·TULSA
1-2-3 INTERNATIONAL LTD
Nonprofit Organization·TULSA
153 FISH INCORPORATED
Nonprofit Organization·Tulsa
173DCOM INC
Nonprofit Organization·Tulsa
1921 SANKOFA FUND INC
Nonprofit Organization·Tulsa
1ST STEP MALE DIVERSION PROGRAM INC
Nonprofit Organization·Tulsa
3131 E 7TH ST INC
Nonprofit Organization·TULSA
3ARS INSTITUTE
Nonprofit Organization·Tulsa
3T SPORTS
Nonprofit Organization·TULSA
420 DAVE WHITLOCK CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·TULSA
46 FORWARD INC
Nonprofit Organization·TULSA
4-D COMMUNICATIONS MINISTRY INC
Nonprofit Organization·Tulsa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tulsa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sapulpa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tulsa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tulsa
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tulsa
55558 GLENPOOL
Nonprofit Organization·Sapulpa
574 FOUNDATION
Nonprofit Organization·TULSA
77TH PENNSYLVANIA VOLUNTEER INFANTRY REGIMENT INC
Nonprofit Organization·Jenks
7 PEARLS FOUNDATION
Nonprofit Organization·Tulsa
83 UNITED INDEPENDENT SUPPORTERS ASSOCIATION
Nonprofit Organization·Tulsa
94X MOVEMENT CORPORATION
Nonprofit Organization·TULSA
963 PROJECT
Nonprofit Organization·TULSA
AAANEURYSM OUTREACH
Nonprofit Organization·TULSA
ABATE CHARITABLE SERVICES INC
Nonprofit Organization·TULSA
ABBA HOMES & MINISTRIES INC
Nonprofit Organization·TULSA
Abby Tarr - Glenn C Shaw Foundation
Nonprofit Organization·Drumright
ABILITY RESOURCES INC
Nonprofit Organization·TULSA
ABLAZE CHRISTIAN ACADEMY INC
Nonprofit Organization·TULSA
ABOUTTIME NETWORKING GROUP
Nonprofit Organization·Tulsa
ABUNDANCE HEALING ASSOCIATION
Nonprofit Organization·Tulsa
ABUNDANT LIFE IN JESUS INC
Nonprofit Organization·TULSA
ACADEMY OF GENERAL DENTISTRY
Nonprofit Organization·Tulsa
ACCEPTABLE GIFT INC
Nonprofit Organization·TULSA
ACOUSTIC FREIGHT TRAIN INSTRUMENT DONATION INC
Nonprofit Organization·TULSA
A CRY FOR KAMON
Nonprofit Organization·Tulsa
ACTION OUTREACH MINISTRIES INC
Nonprofit Organization·BRISTOW
ACTIONSTEPS COUNSELING INC
Nonprofit Organization·TULSA
ACTIVATE OKLAHOMA INCORPORATED
Nonprofit Organization·Tulsa
ACTIVATION OUTREACH MINISTRIES
Nonprofit Organization·Bristow
ACTS MISSIONS
Nonprofit Organization·Tulsa
ADA INTERNATIONAL INC
Nonprofit Organization·Tulsa
ADAM TULSA ENERGY NETWORK
Nonprofit Organization·TULSA
ADDICTION SLEEP RESEARCH, INC.
Nonprofit Organization·TULSA
ADO FOUNDATION
Nonprofit Organization·Tulsa
Aerie Inc
Nonprofit Organization·Tulsa
AEROSPACE MAINTENANCE COUNCIL INC
Nonprofit Organization·Jenks
AEROSPACE PIRATES CLUB
Nonprofit Organization·Sapulpa