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David Patterson Sawyer

Investment adviser representative at Legacy Knight Mfo, LLC
10 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

10 years in the industry.

  1. Legacy Knight Mfo, LLCAug 2020 to now
  2. Caz Investments LPJul 2016 to Aug 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

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
6681543
Firm CRD
305927
Advisor's SEC record (opens in a new tab)
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