Legacy Partner Group

Overview

Legacy Partner Group is a state registered investment adviser based in Duluth, GA, registered since 2025. It reports $85M in assets under management across 104 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$85M

Discretionary

100%

Accounts

104

Average account

$817K

Employees

1

Advisory reps

1

Registered since

2025

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• James Marvin Dowdy President, Chief Compliance Officer CRD 1275473

Advisory reps 1 of 1

• James Marvin Dowdy Investment Adviser Rep CRD 1275473

Location

Headquarters

2170 Satellite Blvd Ste 175
Duluth, GA 30097

County

Gwinnett

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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