Legacy Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,063,461
Clients
65
Advisors
3
of 4 employees
About
Legacy provides discretionary portfolio management to both institutional and non‑institutional clients, including pension clients, and serves as a fiduciary to defined contribution plans. It also offers separate account management, SMA and sub‑advisory arrangements for other registered investment advisers, and provides financial planning on a fixed or hourly basis.
The firm’s investment approach emphasizes long‑term, disciplined, systematic processes driven primarily by top‑down global macro quantitative analysis complemented by fundamental research, applied across broadly diversified global macro asset allocation strategies. Legacy actively manages portfolios to balance risk and return, documents client objectives in Investment Policy Statements, and conducts regular reviews with quarterly reporting and performance attribution.
Notable aspects of Legacy’s practice include its affiliation with Sturdivant & Co., Inc., an affiliated broker‑dealer that provides execution and research and for which some Legacy advisers are also registered representatives, a relationship the brochure addresses with specific policies to mitigate conflicts. The firm’s focus on institutional pension/plan relationships — client types that are relatively uncommon among peers — and its stated policy of not accepting performance‑based fees are also highlighted in the brochure.
Client services
Expertise
Fee options
Fixed fees for financial plans from $300 to $10,000
$0 - $5 million: 1.00% annually $5 million - $10 million: 0.60% annually $10 million - $20 million: 0.50% annually $20 million - $40 million: 0.40% annually $40 million+: Negotiable $0 - $250,000: 1.50% annually $250,000 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.85% annually $5,000,000+: 0.80% annually
Commissionable products may be offered but are not required; potential conflict disclosed
$300 per hour for financial plans and financial planning
Account minimum: $50,000 Fee-only: Fixed fees for financial plans range from $300 to $10,000; Hourly fee $300/hour
Main office
603 Sheppard Road
Voorhees NJ 08043
Advisors at this office
3
Most active in
Delaware · Maryland · New Jersey · Pennsylvania · Texas
Also doing business as
Legacy Investment Advisors, LLC · The Maryland Securities Division
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Louis F
Series 63, Series 65
Voorhees, NJ
Legacy Investment Advisors, LLC
Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.
Harvey D
Series 63
Voorhees, NJ
Legacy Investment Advisors, LLC
Harvey Dekrafft is a financial advisor at Legacy Investment Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Atlantic Equity Research, LLC and Sturdivant & Co., Inc. He has been with Legacy Investment Advisors since 2008 in various capacities. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including defined contribution plans and state and municipal government clients. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis and fundamental research, managing accounts primarily on a discretionary basis.
Mitchell P
CFA®, Series 63, Series 65
Voorhees, NJ
Legacy Investment Advisors, LLC
Mitchell Pinheiro is a CFA® charterholder with 41 years of industry experience. He is currently affiliated with Legacy Investment Advisors, LLC and Sturdivant & Co., Inc., where he has worked since 2019. His career includes roles at Costello Asset Management, Inc. and Wunderlich Securities, Inc. Legacy Investment Advisors provides discretionary portfolio management and financial planning to institutional and non-institutional clients, including pension plans. The firm employs a long-term, systematic investment approach centered on global macro quantitative analysis and fundamental research, with a focus on risk management and regular client reporting.
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