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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ANCORATO

LEGACY INVESTMENT SOLUTIONS, LLC, CRD 322695

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:045252d3-b8fa-d97f-b55a-e4980370a26c

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 6
On other graphs: 0
Observed: Sep 19, 2022 to Aug 21, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $284MItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $277M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $35.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,723
Individual clients: 0
High net worth clients: 0
SEC number: 801-126757
CIK: 2044858
CRD: 322695
Filings on the tape: 13
First filed: Sep 19, 2022
Latest filed: Aug 21, 2026
Organised: Limited Liability Company, ID
Website: legacy-is.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Antonio Rosales Smith	Certified Financial Planner	BOISE, ID	2	14	2	no
Patrick Anthony LeBlanc	n/a	Montgomery, TX	1	18	1	no
Lucas Christian Meyer	n/a	BOISE, ID	0	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COVINO, PETER, CARMINE	Manager	Na	yes	09/2022	Sep 19, 2022	Mar 29, 2024
COVINO, PETER, CARMINE	Owner	D	yes	05/2023	Sep 19, 2022	Mar 29, 2024
LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC	Owner	E	yes	08/2023	Oct 30, 2023	Mar 29, 2024
LEGACY WEALTH ADVISORS, LLC	Owner	Na	yes	09/2022	Sep 19, 2022	Mar 29, 2024
LPM INSURANCE & AGENCY, LLC	Owner	Na	yes	09/2022	Sep 19, 2022	Mar 29, 2024
RAD, ANDY, ALBERT	CHIEF INVESTMENT OFFICER	Na	yes	09/2022	Sep 19, 2022	Mar 29, 2024
RAD, ANDY, ALBERT	Owner	D	yes	05/2023	Sep 19, 2022	Mar 29, 2024
WEST, JEFFERSON, HUNT	CHIEF COMPLIANCE OFFICER	Na	no	12/2023	Jan 8, 2024	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LEGACY WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$629M	N	yes	n/a
LEGACY PEAK INSURANCE SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 1, 2026	$284M	$277M	18	6	n/a	n/a
2024	Mar 31, 2025	$240M	$240M	15	6	n/a	n/a
2023	Mar 29, 2024	$171M	$171M	15	6	n/a	n/a
2022	Mar 29, 2023	n/a	n/a	6	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$284M	$240M	18.1%	n/a	n/a	18	15	0	0

Relationships

Affiliated with (2)

→ LEGACY WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← LEGACY WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (8)

← Lucas Christian MeyerAdvisorregistration: current employment
May 20, 2026 to presentfactForm ADV
← Patrick Anthony LeBlancAdvisorregistration: current employment
Feb 13, 2025 to presentfactForm ADV
← Michael PondAdvisorregistration: current employment
Nov 14, 2024 to presentfactForm ADV
← Antonio Rosales SmithAdvisorregistration: previous registration
Jun 8, 2023 to Dec 31, 2023factForm ADV
← PETER CARMINE COVINOAdvisorregistration: previous registration
Nov 14, 2022 to Dec 31, 2023factForm ADV
← ANDY ALBERT RADAdvisorregistration: previous registration
Dec 15, 2022 to Dec 31, 2023factForm ADV
← Caleb Andrew HowardAdvisorregistration: previous registration
Oct 25, 2022 to Dec 31, 2023factForm ADV
← Dustin LloydAdvisorregistration: previous registration
Oct 25, 2022 to Dec 31, 2023factForm ADV

Controls (5)

← COVINO, PETER, CARMINEOwnerOWNER, ownership code D, individual
Sep 19, 2022 to Mar 29, 2024factForm ADV
← RAD, ANDY, ALBERTOwnerOWNER, ownership code D, individual
Sep 19, 2022 to Mar 29, 2024factForm ADV
← LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Oct 30, 2023 to Mar 29, 2024factForm ADV
← LEGACY WEALTH ADVISORS, LLCOwnerOWNER, ownership code NA, domestic entity
Sep 19, 2022 to Mar 29, 2024factForm ADV
← LPM INSURANCE & AGENCY, LLCOwnerOWNER, ownership code NA, domestic entity
Sep 19, 2022 to Mar 29, 2024factForm ADV

Owns (1)

← WEST, JEFFERSON, HUNTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 8, 2024 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jan 8, 2024
Control person left
R. Sean Martin (Chief Compliance Officer, Chief Operations Officer) no longer on Schedule A of Ancorato (listed 2023-11-17, absent 2024-01-08)
Form ADVobserved 3 days ago
Occurred
Nov 17, 2023
Control person joined
R. Sean Martin (Chief Compliance Officer, Chief Operations Officer) appeared on Schedule A of Ancorato
Form ADVobserved 3 days ago
Occurred
Nov 17, 2023
Control person left
Cory Benjamin Lee (Chief Compliance Officer) no longer on Schedule A of Ancorato (listed 2023-10-30, absent 2023-11-17)
Form ADVobserved 3 days ago
Occurred
Oct 30, 2023
Control person left
Marie Julie Rad (Trustee) no longer on Schedule A of Ancorato (listed 2023-03-29, absent 2023-10-30)
Form ADVobserved 3 days ago
Occurred
Oct 30, 2023
Control person left
Ann Lisa Covino (Trustee) no longer on Schedule A of Ancorato (listed 2023-03-29, absent 2023-10-30)
Form ADVobserved 3 days ago
Occurred
Sep 19, 2022
First Form ADV filing
Legacy Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:045252d3-b8fa-d97f-b55a-e4980370a26c
First observed: Sep 19, 2022
Last observed: Aug 21, 2026 28 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANCORATO

LEGACY INVESTMENT SOLUTIONS, LLC, CRD 322695

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:045252d3-b8fa-d97f-b55a-e4980370a26c

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Antonio Rosales Smith

Certified Financial Planner

BOISE, ID

Patrick Anthony LeBlanc

n/a

Montgomery, TX

Lucas Christian Meyer

n/a

BOISE, ID

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COVINO, PETER, CARMINE

Manager

yes

09/2022

Sep 19, 2022

Mar 29, 2024

COVINO, PETER, CARMINE

Owner

yes

05/2023

Sep 19, 2022

Mar 29, 2024

LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC

Owner

yes

08/2023

Oct 30, 2023

Mar 29, 2024

LEGACY WEALTH ADVISORS, LLC

Owner

yes

09/2022

Sep 19, 2022

Mar 29, 2024

LPM INSURANCE & AGENCY, LLC

Owner

yes

09/2022

Sep 19, 2022

Mar 29, 2024

RAD, ANDY, ALBERT

CHIEF INVESTMENT OFFICER

yes

09/2022

Sep 19, 2022

Mar 29, 2024

RAD, ANDY, ALBERT

Owner

yes

05/2023

Sep 19, 2022

Mar 29, 2024

WEST, JEFFERSON, HUNT

CHIEF COMPLIANCE OFFICER

12/2023

Jan 8, 2024

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LEGACY WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$629M

yes

n/a

LEGACY PEAK INSURANCE SOLUTIONS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$284M

$277M

n/a

2024

Mar 31, 2025

$240M

n/a

2023

Mar 29, 2024

$171M

n/a

2022

Mar 29, 2023

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$284M

$240M

18.1%

n/a