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RIA / WealthAdvisor20 years in industry

MATTHEW ROBERT OGLE

Advisor at LEGACY KNIGHT MFO, LLC

DALLAS, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 2
Observed: Aug 28, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Matthew Robert Ogle

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Matthew Robert Ogle

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: LEGACY KNIGHT MFO, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 25, 2006
First registration: Aug 28, 2006
Dual registered: no
IAPD individual key: 5162128

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEGACY KNIGHT MFO, LLC	Independent wealth	Dec 6, 2019	n/a	yes	DALLAS, TX	Current employment
PHOENIX CAPITAL REALTY ADVISORS, LLC	Asset manager	May 10, 2018	Mar 30, 2020	no	ADDISON, TX	Previous registration
CROW HOLDINGS CAPITAL	Asset manager	Oct 2, 2012	Mar 21, 2017	no	DALLAS, TX	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Aug 14, 2008	Jul 3, 2012	no	DALLAS, TX	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 28, 2006	Aug 13, 2008	no	DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PHOENIX CAPITAL REALTY ADVISORS, LLC	LEGACY KNIGHT MFO, LLC	Mar 30, 2020	Dec 6, 2019	-115	Firm change after gap	Other
CROW HOLDINGS CAPITAL	PHOENIX CAPITAL REALTY ADVISORS, LLC	Mar 21, 2017	May 10, 2018	415	Firm change after gap	Other
CREDIT SUISSE SECURITIES (USA) LLC	CROW HOLDINGS CAPITAL	Jul 3, 2012	Oct 2, 2012	91	Firm change	Other
RBC CAPITAL MARKETS, LLC	CREDIT SUISSE SECURITIES (USA) LLC	Aug 13, 2008	Aug 14, 2008	1	Firm change	Other

Relationships

Registered with (5)

→ LEGACY KNIGHT MFO, LLCRegistered adviserregistration: current employment
Dec 6, 2019 to presentfactForm ADV
→ PHOENIX CAPITAL REALTY ADVISORS, LLCRegistered adviserregistration: previous registration
May 10, 2018 to Mar 30, 2020factForm ADV
→ CROW HOLDINGS CAPITALRegistered adviserregistration: previous registration
Oct 2, 2012 to Mar 21, 2017factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Aug 14, 2008 to Jul 3, 2012factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 28, 2006 to Aug 13, 2008factForm ADV

Dated events

No dated event names this entity yet.