# Family Legacy Financial Solutions, LLC

> Family Legacy Financial Solutions, LLC is an SEC-registered investment advisory firm in Cary, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 314351
- Filed as: FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cary, NC
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314351
- AdvisorCensus page: https://advisorcensus.com/firm/family-legacy-financial-solutions-llc-cary-nc-314351

## Quick answers

**How is Family Legacy Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Family Legacy Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Family Legacy Financial Solutions, LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $5,000 (stand-alone financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Family Legacy Financial Solutions, LLC located?**
Family Legacy Financial Solutions, LLC's principal office is in Cary, NC, according to its Form ADV.

**Is Family Legacy Financial Solutions, LLC registered with the SEC or a state?**
Family Legacy Financial Solutions, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 314351.

**How much does Family Legacy Financial Solutions, LLC manage?**
Family Legacy Financial Solutions, LLC reports $174,530,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (99% discretionary).

**How have Family Legacy Financial Solutions, LLC's assets and staff changed since 2025?**
In the Form ADV data for Family Legacy Financial Solutions, LLC: Regulatory assets under management: $140,000,000 in the October 2025 data and $174,530,000 in the October 2026 data, up 25%. Total employees: 4 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Legacy Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (260); high net worth individuals (55).

**Which custodians does Family Legacy Financial Solutions, LLC use?**
Family Legacy Financial Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Family Legacy Financial Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314351

**Does Family Legacy Financial Solutions, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Family Legacy does not have a minimum portfolio account size."

**What changed in Family Legacy Financial Solutions, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $140,000,000 to $174,530,000 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> Family Legacy does not have a minimum portfolio account size.

- Flat fee: $5,000 (stand-alone financial planning)

> We offer financial planning services on a fixed-fee basis. The fees we charge for stand-alone financial planning are fixed, with a typical minimum charge of $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $174,530,000
- Discretionary: $173,530,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 260 | $24,530,000 |
| High net worth individuals | 55 | $150,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [familylegacync.com](https://familylegacync.com)
- [triangletechnet.com](https://triangletechnet.com)
- Facebook @FamilyLegacyFinancialSolutions
- Facebook @baseballfan89
- Facebook @triangletechnet
- Instagram @familylegacync
- LinkedIn @joshua-stubbolo
- X @FamilyLegacyNC
- YouTube @familylegacyfinancialsolut7731

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $140,000,000 | 4 | May 8, 2025 |
| October 2026 | $174,530,000 | 7 | March 10, 2026 |

Regulatory assets under management: $140,000,000 in the October 2025 data and $174,530,000 in the October 2026 data, up 25%.
Total employees: 4 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $140,000,000 to $174,530,000 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Legacy Financial Solutions, LLC (CRD 314351): Form ADV filing data as of October 2026.