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Matthew Robert Ogle

Legacy Knight MFO, LLC

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About Matthew Robert Ogle

Matthew Robert Ogle is an Investment Advisor Representative with Legacy Knight MFO, LLC based in Dallas, TX. Matthew has been in the industry since August 2006 and previously worked at CREDIT SUISSE SECURITIES (USA) LLC and RBC CAPITAL MARKETS CORPORATION. Matthew holds the Series 7 and Series 66 licenses. Matthew's current firm, Legacy Knight MFO, LLC provides financial planning and portfolio management for individuals, pooled investment vehicles, and selects other advisors for their clients. Legacy Knight MFO, LLC has approximately $1.3 billion in assets under management.

Firm Information

Matthew Ogle is currently registered with Legacy Knight MFO, LLC. Legacy Knight MFO, LLC is a registered investment adviser based in Dallas, Texas. The firm provides investment advisory services to individuals, families, and pooled investment vehicles, including family offices, foundations, and trusts. Legacy Knight specializes in financial planning, wealth management, and multi-family office services. They also offer human capital legacy services and philanthropic services. The firm manages approximately $1.26 billion in assets.
Legacy Knight MFO, LLC

400 S. RECORD STREET

DALLAS, TX 75202

$1.26B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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human capital legacy services and philanthropic services

Human capital legacy services and philanthropic services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Ogle’s Registration & Firm History

TX

12/06/2019 - Present

Legacy Knight MFO, LLC (DALLAS TX)

TX

08/14/2008 - 07/03/2012

CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)

TX

08/14/2006 - 08/13/2008

RBC CAPITAL MARKETS CORPORATION (DALLAS TX)

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Licenses & Designations

BOTH

Issued 08/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Robert Ogle.
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