Family Legacy Financial Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cary, NC. Its latest Form ADV filing, dated March 10, 2026, reports $175M in regulatory assets under management, 7 employees, and 806 accounts.
Assets Under Management
$175M
Employees
7
Offices
--
Total Clients
315
Primary office
CARY, NC
6501 WESTON PKWY, SUITE #300, CARY, NC, United States
Top client segmentIndividuals represent 82.5% of total clients.
Top client categories% of clientsClients
1
Individuals
82.5%
260
2
HNWI
17.5%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of March 10, 2026
Discretionary99.4%
$174M
99% of total RAUM99.4%
Non-discretionary0.6%
$1M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$175M
Total Accounts806
10Y AUM Change+$35M (+24.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee45:1
10Y Employee Change+3 (+75.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.