Donovan Legacy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Donovan Legacy Advisors, LLC provides discretionary portfolio management to individual investors, with an emphasis on clients who identify as high income or high net worth and who have long time horizons and an aggressive risk tolerance. As of the firm’s September 29, 2026 filing it reported about $6.52 million in discretionary assets under management across five client relationships.
The firm allocates across equities, bonds, REITs, cash/cash equivalents, and digital assets and combines modern portfolio theory with charting, technical, and cyclical analysis in its investment process. Digital‑asset exposure is obtained via investment trusts and is managed with active timing tied to the Bitcoin halving cycle rather than a pure buy‑and‑hold approach, while bonds and REITs are used selectively for income and volatility control.
Distinctive features include a very small, concentrated client base and single‑advisor operating model for a firm managing multi‑million dollars, having begun operations in 2023, which may influence the level of personalization and operational capacity. The explicit use of investment trusts for crypto exposure plus timing around Bitcoin halving cycles, together with the blend of technical/cyclical methods and traditional allocation, is uncommon among independent advisers of this size.
Client services
Expertise
Fee options
$50,000 - $500,000: 1.25% annually (0.3125% quarterly) $500,001 - $2,000,000: 1.0% annually (0.25% quarterly) $2,000,001 - $5,000,000: 0.8% annually (0.2% quarterly) $5,000,001+: 0.5% annually (0.125% quarterly)
Account minimum: $100,000
Main office
Draper UT
Advisors at this office
1
Most active in
Arizona · Texas · Utah
Also doing business as
Donovan Legacy Advisors, LLC · New Way Wealth Management LLC
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”)