Legacy Knight Mfo, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $942M
- Clients
- 53
- Avg AUM / client
- $53.7M
- Accounts
- 53
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 20 | $1.9B | 66.9% |
| Pooled investment vehicles (non-investment companies) | 33 | $942M | 33.1% |
Private funds (27)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $780M combined gross assets
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Robert Ogle | Chief Executive Office, Founding Partner | Feb 2018 (9y) | ≈ 18.75% – 50% via Mro Capital Management, Llc | |
| Martin, Brad, Darin | Chief Financial Officer | Dec 2019 (7y) | Less than 5% | |
| David Patterson Sawyer | Managing Partner, Chief Operating Officer, Chief Compliance Officer | Aug 2020 (6y) | 10% – 25% | |
| Minkara, Abdul, K | Manager | Dec 2020 (6y) | ≈ 0% – 5% via Knight Capital Management Llc | |
| Cullen O'brien Crombie | Registered representative | May 2021 (5y) | ||
| Claire Hannah Balentine | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mro Capital Management, Llc | Manager | Feb 2018 | A | 25% – 50% |
| Knight Capital Management Llc | Member | Dec 2020 | A | Less than 5% |
Undisclosed: 10% – 65% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Matthew Robert Ogle: 75% – 100% of Mro Capital Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Minkara, Abdul, K: 75% – 100% of Knight Capital Management Llc × 0% – 5% direct ≈ 0% – 5% of the firm
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.
Private funds (27, $780M gross assets)
Top 25 of 27 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 6.88 MB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Folio Investments, Inc. $238M (8% of AUM) May 2026
- Pershing $29.5M (2% of AUM) Oct 2023
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: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗