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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

LEGACY 401K PARTNERS, LLC

CRD 181525

GRAPEVINE, TX

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:5ccc9584-3bfe-cc2d-65d0-94c4abd7dd52

Data as of Jan 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2026 to Jan 4, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
CRD: 181525
Filings on the tape: 1
First filed: Jan 4, 2026
Latest filed: Jan 4, 2026
Organised: Limited Liability Company, TX
Website: legacy401k.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
PATRICK JAY STUHR	n/a	GRAPEVINE, TX	11	25	2	no
STEVEN BRADLEY GRIST	n/a	GRAPEVINE, TX	11	19	3	no

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	1	-1	n/a	0	0	0	0	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ISC ADVISORS, INC.	2	Aug 5, 2015	Aug 12, 2015	DALLAS, TX	Team lift out	Other	10.0%

Relationships

Registered with (3)

← STEVEN BRADLEY GRISTAdvisorregistration: current employment
Aug 12, 2015 to presentfactForm ADV
← PATRICK JAY STUHRAdvisorregistration: current employment
Aug 10, 2015 to presentfactForm ADV
← Cesar Ivan TovarAdvisorregistration: previous registration
Nov 1, 2024 to Dec 15, 2025factForm ADV

Moved with (1)

← ISC ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Aug 5, 2015 to Aug 12, 2015factForm ADV

Dated events

Occurred
Dec 15, 2025
Advisor changed firm
Cesar Ivan Tovar left Legacy 401K Partners, Llc for Mml Investors Services, Llc (registered 2026-06-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ccc9584-3bfe-cc2d-65d0-94c4abd7dd52
First observed: Jan 4, 2026
Last observed: Jan 4, 2026 8 months 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.

LEGACY 401K PARTNERS, LLC

CRD 181525

GRAPEVINE, TX

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:5ccc9584-3bfe-cc2d-65d0-94c4abd7dd52

Data as of Jan 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICK JAY STUHR

n/a

GRAPEVINE, TX

STEVEN BRADLEY GRIST

n/a

GRAPEVINE, TX

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ISC ADVISORS, INC.

Aug 5, 2015

Aug 12, 2015

DALLAS, TX

Team lift out

Other

10.0%