{ "crd_number": 154050, "slug": "american-family-legacy-group-tampa-fl-154050", "primary_business_name": "AMERICAN FAMILY LEGACY GROUP", "legal_name": "AMERICAN FAMILY LEGACY GROUP", "dbas": [], "city": "Tampa", "state": "FL", "country": "United States", "cbsa_code": "45300", "metro": { "cbsa_code": "45300", "common_name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "path": "/advisors/fl/tampa" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2010-09-10", "years_registered": 16, "period": "2026-10-01", "filing_date": "2026-04-01", "carried_forward": false, "raum_total": 44704712.0, "raum_discretionary": 44704712.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 3, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 14536476.0, "count": 79 }, "high_net_worth_individuals": { "raum": 30168236.0, "count": 33 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 3, "states_registered": [ "FL", "OK" ], "websites": [ "https://americanflg.com", "https://facebook.com/americanflg", "https://linkedin.com/company/american-family-legacy-group" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154050", "disclosure_items": [ { "item": "11.D(1)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?" }, { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "TAMPA", "url": "https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050", "display_name": "American Family Legacy Group", "summary": "American Family Legacy Group is a state-registered investment advisory firm in Tampa, FL, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.", "citation": "AdvisorCensus. American Family Legacy Group (CRD 154050): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is American Family Legacy Group compensated?", "a": "On its Form ADV (Item 5.E, October 2026), American Family Legacy Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is American Family Legacy Group located?", "a": "American Family Legacy Group's principal office is in Tampa, FL, according to its Form ADV." }, { "q": "Is American Family Legacy Group registered with the SEC or a state?", "a": "American Family Legacy Group is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154050." }, { "q": "How much does American Family Legacy Group manage?", "a": "American Family Legacy Group reports $44,704,712 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)." }, { "q": "What types of clients does American Family Legacy Group serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (33)." }, { "q": "Does American Family Legacy Group report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154050" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 79, "fewer_than_5": false, "raum": 14536476.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 33, "fewer_than_5": false, "raum": 30168236.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154050", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }