# 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.

- CRD: 110945
- Filed as: FAMILY LEGACY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110945
- AdvisorCensus page: https://advisorcensus.com/firm/family-legacy-inc-greenville-sc-110945

## Quick answers

**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

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

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 176 | $56,961,622 |
| High net worth individuals | 64 | $241,087,056 |
| 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) | 10 | $18,467,822 |
| Charitable organizations | 2 | $57,945,297 |
| 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 | 5 | $2,815,950 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- familylegacyinc.com
- Facebook @FALEGACY
- Instagram @FAMILYLEGACY900
- LinkedIn @FAMILY-LEGACY
- YouTube @FAMILYLEGACYINC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $242,647,156 | 5 | February 23, 2021 |
| October 2022 | $291,340,307 | 8 | May 16, 2022 |
| October 2023 | $259,935,748 | 10 | March 3, 2023 |
| October 2024 | $300,061,500 | 12 | August 29, 2024 |
| October 2025 | $331,819,011 | 10 | March 3, 2025 |
| October 2026 | $377,277,747 | 10 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $331,819,011 to $377,277,747 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Legacy, Inc. (CRD 110945): Form ADV filing data as of October 2026.