Family Legacy Financial Solutions, LLC
Family Legacy Financial Solutions, LLC is an SEC-registered mass-market adviser in Cary, NC with $174.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Family Legacy Financial Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314351, SEC 801-132388, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $174.5M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Cary, NC
- Employees
- 7
- Clients
- 315
- CRD
- 314351
- Ownership
- Iglehart, Todd, Russell; STUBBOLO, JOSHUA, ANTHONY
How much AUM does Family Legacy Financial Solutions, LLC have?
Family Legacy Financial Solutions, LLC reported $174.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Family Legacy Financial Solutions, LLC?
Disclosed owners and executives of Family Legacy Financial Solutions, LLC include Iglehart, Todd, Russell, STUBBOLO, JOSHUA, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.