Overview
Assets Under Management: $175 million
Headquarters: CARY, NC
High-Net-Worth Clients: 55
Average Client Assets: $2.7 million
Frequently Asked Questions
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314351), FAMILY LEGACY FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC is headquartered in CARY, NC.
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, FAMILY LEGACY FINANCIAL SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC manages $175 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, FAMILY LEGACY FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.95%
Average Client Assets: $2.7 million
Total Client Accounts: 806
Discretionary Accounts: 800
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 314351
Filing ID: 2069369
Last Filing Date: 2026-03-10 13:51:45