Matthew Robert Ogle
Investment adviser representative at Legacy Knight Mfo, LLC
14 yearsExperience
1 stateRegistered in
$2.8BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Legacy Knight Mfo, LLCSep 2019 to now
- Mro Capital Management, LLCFeb 2018 to now
- Phoenix Capital Realty Advisors, LLCMar 2017 to now
- Quail Lake Capital Management, LLCMar 2017 to now
- Crow Holdings Capital PartnersJun 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Legacy Knight Mfo, LLC
$2.8BAssets managed
53Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5162128
- Firm CRD
- 305927