FAMILY LEGACY, INC.

CRD 110945File 801-49710

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$377.3M

Below cohort median (national)

Discretionary AUM

$377.3M

Clients

257

650 accounts

Employees

Above cohort median in SC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Aug 15, 1995
Principal office: 900 PENDLETON STREET, SUITE 200, GREENVILLE, SC, 29601
Phone: (864) 233-0808
Website: HTTP://WWW.FAMILYLEGACYINC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $377.3M
Discretionary AUM: $377.3M
Non-discretionary AUM: $0
Discretionary accounts: 650
Non-discretionary accounts: 0
Total accounts: 650
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.8M
Charitable organizations	Fewer than 5	$57.9M
High net worth individuals	64	$241.1M
Pension and profit sharing plans	10	$18.5M
Individuals (other than high net worth individuals)	176	$57.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.