Fee-only adviser · Englewood, CO

Legionce Investment Advisors, Inc.

Legionce Investment Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Englewood, Colorado. On its latest Form ADV, filed March 30, 2026, it reports $18M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Colorado
Firm CRD number112472 · SEC file 801-67155
Office88 Inverness Circle East, Suite D-101
Englewood, CO 80112
Phone(303) 858-1500
Websitelegionce.com
Regulatory assets under management$18M
Individual clientsFewer than 5
Financial planning clients0
How it chargesPercentage of assets, Fixed fee
ServicesPortfolio management
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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