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| Family Legacy Inc
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|---|---|
| CRD # | 110945 |
| SEC # | 801-49710 |
| CIK # | 0001706016 |
| AUM | 377.3 M (2026-03-11) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 864-233-0808 |
| Address | 900 Pendleton Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 10.2 | ||
| Apple Inc | 9.7 | ||
| Applied Materials Inc /DE | 7.7 | ||
| GE Vernova Inc | 7.7 | ||
| Johnson & Johnson | 7.6 | ||
| Alphabet Inc | 7.4 | ||
| J P Morgan Chase & Co | 7.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.2 | ||
| Wal Mart Stores Inc | 7.2 | ||
| Microsoft Corp | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 57.0 |
| (b) Individuals (high net worth individuals) | 64 | 241.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 18.5 |
| (h) Charitable organizations | 2 | 57.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 650 | 377.3 |
| By Discretionary | ||
| Discretionary | 650 | 377.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 650 | 377.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.3 | |
| Total | 650 | 377.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001706016] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Freedom Financial Partners LLC
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Ashworth Wealth LLC
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Pinvest LLC
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Axis Wealth Partners LLC
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|
New River Financial Group LLC
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JPS Financial LLC
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|
NorthStar Advisory Group LLC
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|
Advisor Share Wealth Management LLC
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|
Kleinfelder Capital Inc
✚
|
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