LEGACY KNIGHT MFO, LLC
SEC RegisteredTurning First-Generation Wealth Builders Into Multi-Generation Wealth Families
About the firm
Legacy Knight is an independent family office serving multiple high-net-worth families with the goal of helping them build their wealth, enjoy their wealth, and secure a legacy worthy of their name. Led by family office experts with deep experience serving prominent family names in Texas, Legacy Knight represents a new generation of the family office model. As an independent firm without corporate ownership, it offers bespoke strategies through a vast network of unique investment opportunities and high-touch, hands-on services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bespoke family office services tailored to individual family needs, including investment management across real estate (build-to-rent and commercial real estate) and thematic direct equity (growth-stage companies in technology, e-commerce, consumer products, and financial services), with access to exclusive and unique investment opportunities through co-investments alongside private equity, growth equity, and venture capital firms.
Who they serve
High-net-worth families, including first-generation wealth builders seeking to establish multi-generational wealth legacies; currently serves 12 core family clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 20 | $1.9B |
| Pension/Profit Sharing Plans | 33 | $942M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEGACY KNIGHT MFO, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.