Legacy Bridge, Llc
- Regulatory AUM
- $426M
- Discretionary
- $426M
- Clients
- 67
- Avg AUM / client
- $6.4M
- Accounts
- 117
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 320 positions, $262,209,714)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $11,376,985 | 65,235 | 4.34% | 2.67% |
| 2 | Ge Vernova Inc | COM | $10,169,285 | 11,650 | 3.88% | 2.39% |
| 3 | Palantir Technologies Inc | CL A | $8,852,866 | 60,520 | 3.38% | 2.08% |
| 4 | Sterling Infrastructure Inc | COM | $7,826,508 | 19,217 | 2.98% | 1.84% |
| 5 | Broadcom Inc | COM | $6,976,975 | 22,542 | 2.66% | 1.64% |
| 6 | West Bancorporation Inc | CAP STK | $5,847,606 | 245,801 | 2.23% | 1.37% |
| 7 | Caterpillar Inc | COM | $5,433,180 | 7,669 | 2.07% | 1.28% |
| 8 | Celestica Inc | COM | $5,037,284 | 17,883 | 1.92% | 1.18% |
| 9 | Vertiv Holdings Co | COM CL A | $4,995,062 | 19,934 | 1.91% | 1.17% |
| 10 | Arista Networks Inc | COM SHS | $4,835,936 | 39,387 | 1.84% | 1.14% |
| 11 | Walmart Inc | COM | $4,793,604 | 38,571 | 1.83% | 1.13% |
| 12 | Taiwan Semiconductor Manufac | SPONSORED ADS | $3,950,974 | 11,691 | 1.51% | 0.93% |
| 13 | Amazon Com Inc | COM | $3,937,553 | 18,906 | 1.5% | 0.92% |
| 14 | Berkshire Hathaway Inc Del | CL B NEW | $3,817,787 | 7,967 | 1.46% | 0.9% |
| 15 | Eli Lilly & Co | COM | $3,657,006 | 3,976 | 1.39% | 0.86% |
| 16 | Eaton Corp Plc | SHS | $3,584,927 | 10,023 | 1.37% | 0.84% |
| 17 | Microsoft Corp | COM | $3,377,432 | 9,124 | 1.29% | 0.79% |
| 18 | Alphabet Inc | CAP STK CL C | $3,055,059 | 10,650 | 1.17% | 0.72% |
| 19 | Johnson Controls Internation | SHS | $3,016,958 | 23,039 | 1.15% | 0.71% |
| 20 | Parker Hannifin Corp | COM | $2,871,035 | 3,207 | 1.09% | 0.67% |
| 21 | Ishares Tr | CORE S&P500 ETF | $2,869,552 | 4,393 | 1.09% | 0.67% |
| 22 | Jpmorgan Chase & Co | COM | $2,856,882 | 9,712 | 1.09% | 0.67% |
| 23 | Asml Hldg Nv | N Y REGISTRY SHS | $2,788,273 | 2,111 | 1.06% | 0.65% |
| 24 | Costco Wholesale Corporation | COM | $2,715,272 | 2,725 | 1.04% | 0.64% |
| 25 | Apple Inc | COM | $2,373,952 | 9,354 | 0.91% | 0.56% |
Top 25 of 320 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 39 | $11.7M | 2.76% |
| High net worth individuals | 27 | $411M | 96.4% |
| Charitable organizations | 1 | $3.5M | 0.82% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy L Kadlec | Chief Investment Officer | Oct 2015 (11y) | Less than 5% | |
| Zuendel, Michael, Thomas | Ceo | Oct 2015 (11y) | Less than 5% | |
| Hammer, Suzanne, Mario | Cco | Feb 2024 (3y) | Less than 5% | |
| Stephen Boyd Musser | Registered representative | CFA | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Michael T. Zuendel Revocable Trust Dtd 12/21/2015 | Owner | Dec 2017 | A | 75% or more |
| Carolyn Loretta Zuendel Trust | Owner | Oct 2018 | A | Less than 5% |
| Dianna Elizabeth Zuendel Trust | Owner | Oct 2018 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • FAMILY OFFICE FEES
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $390M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗