Family Legacy, Inc.
Family Legacy, Inc. is an SEC-registered wealth manager in Greenville, SC with $377.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Family Legacy, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110945, SEC 801-49710, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $377.3M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Greenville, SC
- Employees
- 10
- Clients
- 257
- CRD
- 110945
- Ownership
- BROWN, WILLIAM, WILKINS; BROWN, CHRISTOPHER, ARISTOTLE; BROWN, CHRISTOPHER; BROWN, WILLIAM; Chandler, Jennifer, Wilson
How much AUM does Family Legacy, Inc. have?
Family Legacy, Inc. reported $377.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Family Legacy, Inc.?
Disclosed owners and executives of Family Legacy, Inc. include BROWN, WILLIAM, WILKINS, BROWN, CHRISTOPHER, ARISTOTLE, BROWN, CHRISTOPHER, BROWN, WILLIAM, Chandler, Jennifer, Wilson. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.