Legacy South Inc (Atlanta)

Name: Legacy South Inc
Address: 3350 Riverwood Pkwy, Atlanta, GA, 30339
Telephone: 770-933-2140

Legacy South Inc is a large advisory firm based in Atlanta. It manages $367.16 million of regulatory assets for 505 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Legacy South provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Legacy South: assets under management

The assets under management (AUM) of Legacy South Inc is $367.16 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $342.4 million in discretionary accounts and $24.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $894 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $202.92 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Legacy South Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Legacy South Inc

Phillip Miller Larkins has been acting as President since 1 Dec 1995. John Oglesby joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Oglesby	Secretary/treasurer	1 Dec 1995	25% - 50%	2716654
Phillip Miller Larkins	Chairman/chief investment officer	1 Dec 1995	25% - 50%	4362463
John Paul Viani	President, compliance officer	1 Dec 1995	25% - 50%	4362467

Based in Atlanta

The principal office where Legacy South Inc performs its advisory services is located at 3350 Riverwood Pkwy, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-933-2140 or by fax 770-933-2148. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at legacysouth.com.