Matthew
Ogle

Legacy Knight Mfo, LLC

CRD#5162128
Investment Advisor
in Dallas, TX

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About this Advisor

Matthew Ogle is a financial advisor who works in Dallas, Texas with 4 years of relevant experience. Ogle is an employee of Legacy Knight Mfo, LLC. During their career, the advisor has held roles at Crow Holdings Capital Partners, Phoenix Capital Realty Advisors, LLC, Mro Capital Management, LLC, Quail Lake Capital Management, LLC and Legacy Knight Mfo, LLC. Ogle has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Legacy Knight Mfo, LLC is a financial advisory company operating out of Dallas, TX. It has a total of 15 people on staff. It controls $1 billion in total assets between its 45 accounts, placing it among the bigger firms in the nation by assets under management. Of its 45 customer accounts, 44% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Legacy Knight Mfo, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees for financial advice typically depend on which services are provided. However, fee types charged by Legacy Knight Mfo, LLC can include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2525 Knight Street
Dallas, TX 75219

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Legacy Knight Mfo, LLC Brokerage Details

Total Assets Under Management

$1,200,961,429

TX Average: $3,042,739,679
Total Number of Employees

15

TX Average: 49
Total Number of Accounts

45

TX Average: 2,315
Average Account Size

$26,688,032

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Matthew Ogle Work History

Matthew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Legacy Knight Mfo, LLC

2018 - Present (6 years)

Mro Capital Management, LLC

2017 - Present (7 years)

Phoenix Capital Realty Advisors, LLC

2017 - Present (7 years)

Quail Lake Capital Management, LLC

2012 - 2017 (5 years)

Crow Holdings Capital Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Ogle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Legacy Knight Mfo, LLC

David Sawyer
Dallas, TX
Matthew Ogle
Dallas, TX
Cullen Crombie
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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