Legacy ROAD Family Offices
SEC RegisteredFamily Office and Investment Management For Athletes, Entertainers, and the Exceptionally Affluent
About the firm
Legacy Road Family Offices is based in Los Angeles and provides world-class, institutional quality investment management and family office services designed to meet the diverse needs of professional athletes, entertainers, and exceptionally affluent individuals and families. As of December 2025, the firm manages assets of over $117 million. The firm is inspired by the traditions of the family-office model and offers a holistic framework for managing wealth across all major asset classes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Legacy Road offers a fully integrated family office approach including investment advice across all asset classes (fixed income, public equities, real estate, hedge funds, private equity, and highly unique and diverse investments), management of family-owned businesses, liquidity events, budgeting and cash flow analysis, collaboration with tax, legal, and business advisors, philanthropy support, and project updates. The firm can also work within a client's existing investment and management team framework.
Who they serve
Professional athletes, entertainers, and exceptionally affluent individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 4 | $117M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $50M | 2.00% |
| $50M - $100M | 1.75% |
| $100M - $150M | 1.50% |
| $150M - $200M | 1.25% |
| $200M+ | 1.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 ROAD Family Offices 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched