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

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

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.

To learn more about the advisors currently working at Donovan Legacy Advisors, 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
Treston Donovan	Draper, UT	5

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