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Legacy Knight MFO, LLC
Multifamily office listing in Dallas, Texas, United States.
- SEC-registered
- Founded 2019
- Regulatory AUM
- $2.8 billion
- Employees
- 21
- Clients
- 11-25
- Founded
- 2019
Independent Dallas multi-family office serving high-net-worth families through family-office services, investment management, and outsourced investment leadership.
Overview
Legacy Knight MFO, LLC is an independent multi-family office based in Dallas. The firm serves multiple high-net-worth families and also works with family offices, foundations, and clients using its Outsourced Chief Investment Officer platform.
History
Matthew Ogle and Abe Minkara founded Legacy Knight in 2019.
Leadership
Matthew Ogle is Chief Executive Officer and Founding Partner.
McCall Tomeny is Co-President and Partner. She oversees family-office operations and serves on the Executive and Investment Committees.
David Meaney is Co-President and Partner. He leads the Outsourced Chief Investment Officer platform and serves on the Executive and Investment Committees.
Services
Legacy Knight offers family-office services, Outsourced Chief Investment Officer services, and investment opportunities through Legacy Knight Capital Partners.
Family-office services include financial planning, cash-flow management, income-tax planning, education funding, insurance analysis, estate planning, bookkeeping, and consolidated reporting.
Human-capital services include financial literacy, heir preparation, succession planning, family governance, and family-dynamics assessment.
The OCIO offering can include asset allocation, portfolio construction, consolidated reporting, investment due diligence, and single-asset-class portfolio management.
Legacy Knight Capital Partners focuses on real estate and growth equity, offering access to thematic and exclusive investments.
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Philanthropy
- Family governance and education
- Administration and bill pay
- Risk and insurance
- Private and alternative investments
Client Focus
Legacy Knight works with high-net-worth families, family offices, foundations, and clients using its OCIO platform.
Approach
Legacy Knight describes its process as bespoke, beginning with discovery and moving through analysis, confirmation, implementation, and ongoing monitoring.
The firm’s investment process considers family objectives, risk tolerance, liquidity, estate planning, taxes, charitable goals, and generational needs.
Assets and Registration
Legacy Knight reports more than $2.8 billion in assets under management, estimated as of December 31, 2025. Its March 2026 Form ADV reports approximately $2.8 billion in regulatory assets under management as of the same date.
Legacy Knight MFO, LLC is identified in its Form ADV as an SEC-registered investment adviser with CRD 305927.
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2021 | $153 million | $0 | $153 million |
| 2022 | $433 million | $286 million | $147 million |
| 2023 | $1.2 billion | $723 million | $478 million |
| 2025 | $2.2 billion | $836 million | $1.4 billion |
| 2026 | $2.8 billion | $942 million | $1.9 billion |
| Year | Average AUM per client |
|---|---|
| 2021 | $12 million |
| 2022 | $17 million |
| 2023 | $27 million |
| 2025 | $40 million |
| 2026 | $54 million |
| Client type | Clients (2026) |
|---|---|
| High net worth individuals | 20 |
| Pooled investment vehicles | 33 |
| Year | Employees |
|---|---|
| 2021 | 6 |
| 2022 | 7 |
| 2023 | 15 |
| 2025 | 21 |
| 2026 | 21 |
Ranks #4 of 17 SEC-registered firms in TX on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 305927. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What is Legacy Knight MFO?
Legacy Knight MFO, LLC is an independent Dallas multi-family office serving high-net-worth families, family offices, foundations, and clients using its OCIO platform.
What services does Legacy Knight provide?
Services include financial planning, cash-flow management, income-tax planning, education funding, insurance analysis, estate planning, bookkeeping, consolidated reporting, human-capital services, OCIO services, and investment opportunities through Legacy Knight Capital Partners.
Who leads Legacy Knight?
Matthew Ogle is Chief Executive Officer and Founding Partner. McCall Tomeny and David Meaney are Co-Presidents and Partners, with responsibilities spanning family-office operations, investment committees, and the OCIO platform.
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Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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