Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

TANGLEWOOD LEGACY ADVISORS, LLC

dba TANGLEWOOD LEGACY ADVISORS, LLC · CRD 127289 · Registered Investment Adviser

TANGLEWOOD LEGACY ADVISORS, LLC is a Registered Investment Adviser headquartered in HOUSTON, TX. The firm reports $808,974,525 in regulatory assets under management across 563 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$779,522,702
Non-discretionary$29,451,823
Total RAUM$808,974,525
Accounts563

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 127289. adviserinfo.sec.gov/firm/summary/127289.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.