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FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD 314351File 801-132388
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$174.5M
Bottom 25% of cohort (national)
Discretionary AUM
$173.5M
Non-discretionary $1.0M
Clients
315
806 accounts
Employees
7
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 11, 2025
- Principal office
- 6501 WESTON PKWY, SUITE #300, CARY, NC, 27513
- Phone
- 919-379-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.5M
- Discretionary AUM
- $173.5M
- Non-discretionary AUM
- $1.0M
- Discretionary accounts
- 800
- Non-discretionary accounts
- 6
- Total accounts
- 806
- AUM per client
- $554K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $150.0M |
| Individuals (other than high net worth individuals) | 260 | $24.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This 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.