BIAR Legacy, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,447,501
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
44
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$123,807
About
BIAR Legacy provides discretionary investment management and tailored financial advising to individuals and families, high‑net‑worth clients, and charitable organizations. As a fiduciary, the firm manages client accounts under discretionary authority and offers coaching and consulting on personal finance, marriage and family finance, small business matters, and planning for insurance, taxes, retirement, education, and estates.
The firm constructs values‑driven portfolios primarily from individually selected U.S. equities, with selective use of real estate funds, commodities, precious metals, fixed income and non‑U.S. securities to diversify and pursue alpha through active selection and reallocation rather than market timing. BIAR Legacy employs charting, fundamental, quantitative and technical analysis, requires client accounts at Interactive Brokers so clients retain visibility and liquidity, and will consider margin on a client‑by‑client basis while avoiding options and algorithmic trading.
Notably, BIAR Legacy lists charitable organizations among its client types, a focus that is less common among independent solo advisers, and emphasizes custom‑built equity portfolios to limit reliance on mutual funds. The firm also discloses that it does not accept third‑party compensation, issues quarterly account and fee summaries, maintains a written Code of Ethics, and keeps internal records of personal trading.
Client services
Portfolio management
Expertise
ESG / Sustainable investing
Real estate investing
Active portfolio management
Fee options
2.0% per annum, billed quarterly at 0.50% per quarter
$240 per hour, prorated by the minute
Main office location
BIAR Legacy, LLC
Houston TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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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
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