DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
My Legacy Advisors, LLC
Latest filing Nov 21, 2025
First filing on the tape Oct 18, 2017 · 23 filings
SEC status approved since Nov 16, 2017
RAUM
$333M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$329M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$333M as of Nov 21, 2025
Mar 15, 2018$228M then
HNW client RAUM$227M as of Nov 21, 2025
Mar 15, 2018$138M then
State-registered IARs (5.B.3)4 as of Nov 21, 2025
Mar 15, 20187 then
Employees (5.A)10 as of Nov 21, 2025
Mar 15, 201810 then
Private funds: no history
RAUM -11% over the last fiscal year+3.0% a year over threeIARs 5 to 4offices 1 to 0
Practice profile
derived from the filing of Nov 21, 2025; every figure names its basis
- RAUM per advisor
- $83.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 79derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -28%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$227M68%
- Individuals$101M30%
- Pension and profit-sharing plans$3.9M1.2%
- Corporations and businesses$469,4370.1%
- Individual clients
- 207reported
- HNW clients
- 107reported
- Pension plan clients
- 16reported
- Charitable clients
- n/areported
- Accounts
- 332reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
4 left, 0 joined in 12 months
net -4 in 12 months0 left in 90 days0 joined in 90 days6 left over 36 months
Left, latest
- Jake Taylor Springer to Mercer Global Advisors Inc.Mar 12, 2026 · RIA to RIA
- Chad Everett Staskal to Mercer Global Advisors Inc.Mar 12, 2026 · RIA to RIA
- Suzanne Lynn Daniel to Mercer Global Advisors Inc.Mar 12, 2026 · RIA to RIA
- Matthew A Hobson to Mercer Global Advisors Inc.Mar 12, 2026 · RIA to RIA
- Mathew W Hunnicutt to True Wealth GroupOct 1, 2024 · RIA to a newly registered adviser
- Ian Patrick Laimbeer to True Wealth GroupOct 1, 2024 · RIA to a newly registered adviser
- Eric Jon Munkeby to OnedigitalFeb 20, 2020 · Other
- Kenneth John Kramer to OnedigitalFeb 20, 2020 · Other
- Alexander Louis Bush to OnedigitalFeb 20, 2020 · Other
Joined, latest
- Jake Taylor Springer from Northwestern Mutual Investment Services,LLCApr 3, 2024 · Other
- Ian Patrick Laimbeer from Thrivent Investment Management Inc.Feb 2, 2021 · Other
- Mathew W Hunnicutt from Sii Investments, Inc.Nov 22, 2017 · Other
- Suzanne Lynn Daniel from Sii Investments, Inc.Nov 22, 2017 · Other
- Matthew A Hobson from United Planners' Financial Services Of America A Limited PartnerNov 22, 2017 · Other
- Eric Jon Munkeby from United Planners' Financial Services Of America A Limited PartnerNov 17, 2017 · Other
- Kenneth John Kramer from United Planners' Financial Services Of America A Limited PartnerNov 17, 2017 · Other
- Chad Everett Staskal from Sii Investments, Inc.Nov 17, 2017 · Other
- Alexander Louis Bush from United Planners' Financial Services Of America A Limited PartnerNov 17, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Mercer Global Advisors Inc.Mar 12, 2026 · Bend, Or · Firm absorbed
- 2 left for True Wealth GroupOct 1, 2024 · Bend, Or
- 3 left for OnedigitalFeb 20, 2020 · Bend, Or
- 3 joined from United Planners' Financial Services Of America A Limited PartnerMar 2, 2026 · Hopkins, Mn
- 2 joined from Sii Investments, Inc.Nov 17, 2017 · Lake Oswego, Or
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Anthony Michael Derosa · Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- Everett Chad Staskal · Managing Membercontrolsince 09/2017 · owns less than 5%
- Cambrianne Staskal · Ownercontrolsince 04/2009 · owns 50% to 75% of Eagle Wealth Management, Inc.
- Everett Chad Staskal · Ownercontrolsince 04/2009 · owns 50% to 75% of Eagle Wealth Management, Inc.
- Cambrianne Staskal · Membersince 09/2017 · owns less than 5%
Entity owners
- Eagle Wealth Management, Inc. · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Eagle Wealth Accountinginsurancey
Advisers that list My Legacy Advisors, LLC as a related person
- 332642 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bend, Or · principal | 0 | 0 | 4 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 445 to 332Oct 2, 2024 to Mar 14, 2025
- HNW clients · 122 to 107Oct 2, 2024 to Mar 14, 2025
- Individual clients · 313 to 207Oct 2, 2024 to Mar 14, 2025
- Pension plan clients · 10 to 16Oct 2, 2024 to Mar 14, 2025
- Financial planning clients · 251-500 to 251-500Oct 2, 2024 to Mar 14, 2025
- Discretionary RAUM · $374M to $333MOct 2, 2024 to Mar 14, 2025
- HNW RAUM · $240M to $227MOct 2, 2024 to Mar 14, 2025
- Individual RAUM · $131M to $101MOct 2, 2024 to Mar 14, 2025
- Pension RAUM · $3.5M to $3.9MOct 2, 2024 to Mar 14, 2025
- RAUM · $374M to $333MOct 2, 2024 to Mar 14, 2025
- Advisory employees · 5 to 4Jul 12, 2024 to Oct 1, 2024
- Employees · 12 to 10Jul 12, 2024 to Oct 1, 2024
- State-registered IARs · 5 to 4Jul 12, 2024 to Oct 1, 2024
- Other offices · 2 to 0Jul 12, 2024 to Oct 1, 2024
- Other offices · 1 to 2Jul 1, 2024 to Jul 12, 2024
- Accounts · 426 to 445Mar 27, 2023 to Mar 28, 2024
- HNW clients · 113 to 122Mar 27, 2023 to Mar 28, 2024
- Individual clients · 303 to 313Mar 27, 2023 to Mar 28, 2024
- Employees · 10 to 12Mar 27, 2023 to Mar 28, 2024
- Discretionary RAUM · $298M to $374MMar 27, 2023 to Mar 28, 2024
- HNW RAUM · $189M to $240MMar 27, 2023 to Mar 28, 2024
- Individual RAUM · $106M to $131MMar 27, 2023 to Mar 28, 2024
- Pension RAUM · $3.3M to $3.5MMar 27, 2023 to Mar 28, 2024
- RAUM · $298M to $374MMar 27, 2023 to Mar 28, 2024
- Accounts · 385 to 426Dec 9, 2022 to Mar 27, 2023
- HNW clients · 101 to 113Dec 9, 2022 to Mar 27, 2023
- Individual clients · 282 to 303Dec 9, 2022 to Mar 27, 2023
- Pension plan clients · unset to 10.0Dec 9, 2022 to Mar 27, 2023
- Discretionary RAUM · $304M to $298MDec 9, 2022 to Mar 27, 2023
- HNW RAUM · $192M to $189MDec 9, 2022 to Mar 27, 2023
- Individual RAUM · $111M to $106MDec 9, 2022 to Mar 27, 2023
- Pension RAUM · $1.8M to $3.3MDec 9, 2022 to Mar 27, 2023
- RAUM · $304M to $298MDec 9, 2022 to Mar 27, 2023
- Other offices · 0 to 1Mar 18, 2022 to Apr 12, 2022
- Accounts · 419 to 385Mar 26, 2021 to Mar 18, 2022
- HNW clients · 42 to 101Mar 26, 2021 to Mar 18, 2022
- Individual clients · 375 to 282Mar 26, 2021 to Mar 18, 2022
- State-registered IARs · 0 to 5Mar 26, 2021 to Mar 18, 2022
- Discretionary RAUM · $245M to $304MMar 26, 2021 to Mar 18, 2022
- HNW RAUM · $17.4M to $192MMar 26, 2021 to Mar 18, 2022
Signals
17 dated events
- My Legacy Advisors, Llc no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $333.1M)Apr 1, 2026 · Left the SEC roster · derived
- Jake Taylor Springer left My Legacy Advisors, Llc for Mercer Global Advisors Inc. (registered 2025-09-18)Mar 12, 2026 · Advisor changed firm · fact
- Chad Everett Staskal left My Legacy Advisors, Llc for Mercer Global Advisors Inc. (registered 2025-09-30)Mar 12, 2026 · Advisor changed firm · fact
- Matthew A Hobson left My Legacy Advisors, Llc for Mercer Global Advisors Inc. (registered 2025-09-15)Mar 12, 2026 · Advisor changed firm · fact
- Suzanne Lynn Daniel left My Legacy Advisors, Llc for Mercer Global Advisors Inc. (registered 2025-09-10)Mar 12, 2026 · Advisor changed firm · fact
- MY Legacy Advisors, LLC's advisors moved to Mercer Global Advisors Inc. (Bend, OR): 4 of 4 registered, on the same dayMar 12, 2026 · Firm absorbed (people side) · derived
- 3 advisors left United Planners' Financial Services OF America A Limited Partner (Hopkins, MN) for MY Legacy Advisors, LLC on the same dayMar 2, 2026 · Team lift-out · derived
- Ian Patrick Laimbeer left My Legacy Advisors, Llc for True Wealth Group (registered 2024-08-19)Oct 1, 2024 · Advisor changed firm · fact
- Mathew W Hunnicutt left My Legacy Advisors, Llc for True Wealth Group (registered 2024-08-19)Oct 1, 2024 · Advisor changed firm · fact
- 2 advisors left MY Legacy Advisors, LLC (Bend, OR) for True Wealth Group on the same dayOct 1, 2024 · Team lift-out · derived
- Patrick Ian Laimbeer (Chief Operations Officer) no longer on Schedule A of My Legacy Advisors, Llc (listed 2024-03-28, absent 2024-07-01)Jul 1, 2024 · Control person left · inference
- Patrick Ian Laimbeer (Chief Operations Officer) appeared on Schedule A of My Legacy Advisors, LlcMar 27, 2023 · Control person joined · fact
- My Legacy Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 20, 2020 · Succession (Item 4) · fact
- Jon Eric Munkeby (Member) no longer on Schedule A of My Legacy Advisors, Llc (listed 2019-08-15, absent 2020-02-20)Feb 20, 2020 · Control person left · inference
- John Kenneth Kramer (Managing Member) no longer on Schedule A of My Legacy Advisors, Llc (listed 2019-08-15, absent 2020-02-20)Feb 20, 2020 · Control person left · inference
- Anthony Michael Derosa (Chief Compliance Officer) appeared on Schedule A of My Legacy Advisors, LlcMay 3, 2019 · Control person joined · fact
- Munkeby Kramer filed its initial SEC registration (Form ADV)Oct 18, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026