Family Legacy, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenville, SC. Its latest Form ADV filing, dated March 11, 2026, reports $377M in regulatory assets under management, 10 employees, and 650 accounts.
Assets Under Management
$377M
Employees
10
Offices
--
Total Clients
257
Primary office
GREENVILLE, SC
900 PENDLETON STREET, SUITE 200, GREENVILLE, SC, United States
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
176
2
HNWI
24.9%
64
3
Pension Plans
3.9%
10
4
Corporations
1.9%
5
5
Charitable
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 11, 2026
Discretionary100.0%
$377M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$377M
Total Accounts650
10Y AUM Change+$255M (+207.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee26:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.