Wealth manager, independent · Dallas, TX
Legacy Knight MFO, LLC
SEC-registered investment adviser · CRD 305927 · SEC 801-121664
At a glance
Legacy Knight MFO, LLC is an SEC-registered investment adviser based in Dallas, Texas, with $2.8B in regulatory assets under management as of its Form ADV filed May 14, 2026. It reports 20 individual clients, 20 of them high-net-worth, holding an average of about $95 million each, and 21 employees. That ranks it 390th among the nation’s 5,657 independent wealth management RIAs and 19th of 367 in Texas. It reports Goldman Sachs as the custodian for its clients’ separately managed accounts.
Main office 945-536-5580legacyknight.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among independent wealth managers
- #390 of 5,657
- Rank among all SEC RIAs
- #2,920 of 17,210
- Rank in Texas
- #19 of 367
- Individual clients
- 20
- High-net-worth clients
- 20
- Accounts
- 53
- Discretionary
- 33% of AUM
- Employees
- 21
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Matthew R. OgleChief Executive Office, Founding Partner
- Brad D. MartinChief Financial Officer, Chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Legacy Knight MFO, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 20 | $1.9B | 67% |
| Pooled investment vehicles | 33 | $942M | 33% |
Private funds
Legacy Knight MFO, LLC reports 33 private funds with $942M in gross assets: private equity funds, real estate funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Legacy Knight MFO, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗legacyknight.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,416 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Chilton Capital Management LLCHouston | $3.2B | 908 |
| 1900 WealthSAN Antonio | $3.1B | 454 |
| Sfmg Wealth AdvisorsPlano | $3.0B | 968 |
| Paul Comstock PartnersHouston | $2.8B | 109 |
| Titleist Asset Management, LLCSAN Antonio | $2.8B | 2,103 |
| Icon Wealth PartnersHouston | $2.6B | 617 |
Background
Questions
How much does Legacy Knight MFO, LLC manage?
Legacy Knight MFO, LLC reports $2.8B in regulatory assets under management across 53 accounts, 33% of it on a discretionary basis, on its Form ADV filed May 14, 2026.
How many clients does Legacy Knight MFO, LLC have?
It reports 20 individual clients: 20 high-net-worth individuals and 0 other individuals. Individuals account for about 67% of its regulatory assets.
Where is Legacy Knight MFO, LLC headquartered?
Its main office is in Dallas, Texas. It reports 1 office in total and 21 employees, 15 of whom perform investment advisory functions.
How does Legacy Knight MFO, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Legacy Knight MFO, LLC use?
It reports Goldman Sachs as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed May 14, 2026, it reports these amounts held: Goldman Sachs ($238M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Legacy Knight MFO, LLC a hybrid RIA with a broker-dealer?
Legacy Knight MFO, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Legacy Knight MFO, LLC a fiduciary?
As an SEC-registered investment adviser, Legacy Knight MFO, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Legacy Knight MFO, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →