The Financial Legacy Group
The Financial Legacy Group is an SEC-registered mass-market adviser in Charlotte, NC with $107.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns The Financial Legacy Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287632, SEC 801-135420, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $107.3M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Charlotte, NC
- Employees
- 3
- Clients
- 144
- CRD
- 287632
- Ownership
- ABELS, STEVEN, PAUL
How much AUM does The Financial Legacy Group have?
The Financial Legacy Group reported $107.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns The Financial Legacy Group?
Disclosed owners and executives of The Financial Legacy Group include ABELS, STEVEN, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.