A complete list of active advisors currently associated with BIAR Legacy, LLC

Warmer can help you find a great advisor at BIAR Legacy, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BIAR Legacy, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeremy Biar	Houston, TX	5

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