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Family Legacy, Inc.

Greenville, SCSEC-registered investment adviserCRD 110945

Filed as FAMILY LEGACY, INC.

Family Legacy, Inc. is an SEC-registered investment advisory firm in Greenville, SC, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

31 years
registered since 1995
$377,277,747
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Family Legacy, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Family Legacy, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Family Legacy, Inc. located?

Family Legacy, Inc.'s principal office is in Greenville, SC, according to its Form ADV.

Is Family Legacy, Inc. registered with the SEC or a state?

Family Legacy, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 110945.

How much does Family Legacy, Inc. manage?

Family Legacy, Inc. reports $377,277,747 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

How have Family Legacy, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Family Legacy, Inc.: Regulatory assets under management: $242,647,156 in the October 2021 data and $377,277,747 in the October 2026 data, up 55%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Family Legacy, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (176); high net worth individuals (64); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

Which custodians does Family Legacy, Inc. use?

Family Legacy, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Family Legacy, Inc. 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/110945

What changed in Family Legacy, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $331,819,011 to $377,277,747 (+14%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 11, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$377,277,747

$377,277,747 as of October 2026, filing dated July 14, 2026.

Discretionary: $377,277,747.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 176 Assets $56,961,622 (15%)
High net worth individuals
Clients 64 Assets $241,087,056 (64%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 10 Assets $18,467,822 (5%)
Charitable organizations
Clients 2 Assets $57,945,297 (15%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 5 Assets $2,815,950 (1%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1995 (31 years)
Employees
Total: 10. Performing investment advisory functions: 10.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
5 states or jurisdictions
GALANCSCTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$243M 2021 $291M 2022 $260M 2023 $300M 2024 $332M 2025 $377M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$377,277,74710July 14, 2026
October 2025$331,819,01110March 3, 2025
October 2024$300,061,50012August 29, 2024
October 2023$259,935,74810March 3, 2023
October 2022$291,340,3078May 16, 2022
October 2021$242,647,1565February 23, 2021

Regulatory assets under management: $242,647,156 in the October 2021 data and $377,277,747 in the October 2026 data, up 55%.

Total employees: 5 in October 2021 and 10 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $331,819,011 to $377,277,747 (+14%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
familylegacyinc.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Family Legacy, Inc. (CRD 110945): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/family-legacy-inc-greenville-sc-110945