BIAR Legacy, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,787,710
Clients
49
Advisors
1
of 1 employees
About
BIAR Legacy, LLC provides discretionary investment management and financial advising to individuals, high‑net‑worth families, and charitable organizations. As of July 31, 2026 the firm reports managing about $5.33 million in discretionary assets across roughly 51 households and organizations, and it also offers hourly financial coaching, small‑business consulting, and planning services.
The firm constructs values‑driven, custom portfolios centered on individually selected U.S. equities, with minority allocations to real estate funds, commodities, precious metals, treasuries, and other fixed income to enhance diversification. BIAR Legacy employs fundamental, quantitative, technical, and charting analysis, actively reallocates during periods of volatility, and requires clients to maintain brokerage accounts at Interactive Brokers so the adviser does not take custody of client assets beyond fee collection.
Compared with many independent advisers, BIAR Legacy’s client roster explicitly includes charitable organizations and the firm states it does not accept third‑party compensation or sell investment products. Operationally it emphasizes minimizing mutual fund usage in favor of individual equities, maintains a detailed Code of Ethics and personal‑trading monitoring, and allows margin trading only at a client’s request while excluding options and algorithmic trading.
Client services
Expertise
Fee options
2.0% per annum, billed quarterly at 0.50% per quarter
$240 per hour, prorated by the minute
Main office
Houston TX
Advisors at this office
1
Most active in
Arkansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)