Legacy Wealth Management Group, Inc. (hereinafter called “LWMG”) is a Registered Investment Adviser based in Lynchburg, Virginia, and incorporated under the laws of the State of Virginia. LWMG is owned by Ronald Jacob (Jake) Dawson and Joshua D. Stamm. LWMG is registered with the SEC and subject to the rules and regulations of the US Advisers Act. Founded in July 2022, LWMG provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. LWMG also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. LWMG provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with LWMG. Managed Accounts are available to individuals and high net worth individuals. LWMG provides discretionary

investment advisory services to some of its clients through various managed account programs. LWMG will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. LWMG and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) LWMG may recommend a Wrap Fee Program for the client’s account(s). A “wrap fee program” for purposes of the SEC is a program under which investment advisory and brokerage execution services are provided for a single “wrapped” fee that is not based on the transactions in a client account. Clients with Wrap Fee Program accounts will be provided with LWMG’s Wrap Fee Brochure. As of February 12, 2024, the firm manages $207,670,000 discretionary client assets and $0 non- discretionary client assets. Form ADV, Part 2A, Item 5