Legacy Folios
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Folios provides ongoing discretionary portfolio management to individuals and high-net-worth individuals, preparing an Investment Policy Statement for each client and overseeing asset allocation, security selection, and regular portfolio monitoring. The firm typically implements portfolios using mutual funds as its primary vehicle and may also use ETFs, equities, fixed income and real estate funds.
The firm’s investment process draws on multiple methods of analysis—charting, fundamental and technical review, cyclical and economic analysis—and employs both long- and short-term trading as well as strategic asset allocation to align portfolios with documented risk tolerance and time horizon. Legacy Folios states it seeks fair and equitable allocation of investment opportunities among clients and generally requires discretionary trading authority to execute its strategies.
The brochure names a single management person, Gary Mack Brittain, while noting advisory representatives may also be licensed insurance agents who can receive commission-based compensation for insurance sales, a potential conflict of interest separate from advisory fees. The firm also requires clients to use Schwab Institutional for custody and states it will not accept client-imposed investment restrictions based on values or beliefs.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.75% $6,000,001+: Negotiable
Certain investment adviser representatives are licensed insurance agents and earn commissions for selling insurance products, paid in addition to advisory fees.
Main office
See officeMcKinney TX
Advisors at this office
1
Offices (2)
Most active in
Texas
Also doing business as
Legacy Folios · Legacy Folios 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Braiden S
Series 65
McKinney, TX
Legacy Folios
Braiden Simpson is a financial advisor at Legacy Folios with a Series 65 designation and three years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Financial Group, Bankers Life, and other financial firms. Since August 2025, he has also served as Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm employs multiple analytical methods and both long- and short-term trading strategies to align portfolios with clients’ risk tolerance and time horizon.
Gary B
Series 65
McKinney, TX
Legacy Folios
Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.
Joseph N
Series 63, Series 65
McKinney, TX
Legacy Folios
Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.
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