Ancorato

Registered investment adviser · Boise, ID · CRD #322695

Form ADV data as of 2026-09-01

Regulatory assets

$283.7 million

Total accounts

3,723

Employees

Disclosure events

Firm details

Website: https://www.legacy-is.com
Telephone: 208-925-0006
SEC file number: 801-126757
Most recent Form ADV filing: 2026-08-21
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator denied, suspended, or revoked a registration or restricted activity

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$277.1 million
Non-discretionary regulatory assets under management	$6.5 million
Total regulatory assets under management	$283.7 million
Discretionary accounts	3,722
Non-discretionary accounts	1
Total accounts	3,723
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	18
Employees performing investment advisory functions (including research)	6
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	5
Employees registered as IARs for another investment adviser	5
Employees who are licensed insurance agents	3
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementOther

Advisory services offered

Portfolio management for investment companiesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Affiliated related persons

Other investment adviser (including financial planners)Accountant or accounting firmInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest

Client types

Type of client	Clients	Assets
Investment companies	1	$6.5 million
Other investment advisers	4	$277.1 million
Corporations or other businesses not listed above	1	$0