Legacy Financial Advisors, Inc.

Overview

Legacy Financial Advisors, Inc. is an SEC registered investment adviser based in Covington, KY, registered since 2011. It reports $1.5B in assets under management across 3,721 accounts, with 21 employees. It has 13 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

100%

Accounts

3,721

Average account

$407K

Employees

21

Advisory reps

13

Registered since

2011

Jurisdictions

19

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Michael Joseph Maisel Chief Executive Officer, Managing Principal CRD 4214372
• Paul Anthony Sartori Managing Principal CRD 1321982
• Peter Trent Lucas Managing Principal CRD 2468959

3 more executive officers, with direct contact details

Advisory reps 3 of 13

• Matthew James Aquilia Insurance Agent · Investment Adviser Rep CRD 3168428
• Justin Kerr Brown Insurance Agent · Investment Adviser Rep CRD 5058577
• Robert Justin Kuhnhein Investment Adviser Rep CRD 6622945

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

117 E 4th St
Covington, KY 41011

County

Kenton

Metro area

Cincinnati, OH-KY-IN

Region

South

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: legacyfinancialadvisors.com

Every state, with registration dates

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