Legacy South Overview

  • Founded
  • 1996

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Legacy South General Information


Provider of wealth management services. The company provides affluent clients with a range of personalized wealth management services, including investment management, estate settlement and multigenerational wealth transfer.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 3350 Riverwood Parkway South East
  • Atlanta, GA 30339
  • United States

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Legacy South Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Legacy South Executive Team (3)

Name Title Board Seat Contact Info
John Oglesby Co-Founding Principal
John Viani Co-Founding Principal
Phillip Larkins Co-Founding Principal
To view Legacy South’s complete executive team members history, request access »