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| Happy Holidays!! thanks for using AUM13F!! |
| Family Legacy Inc
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| CRD # | 110945 |
| SEC # | 801-49710 |
| CIK # | 0001706016 |
| AUM | $331.8 M (2025-03-03) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 864-233-0808 |
| Address | 900 Pendleton Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001706016 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.0 | ||
| Apple Inc | 8.2 | ||
| J P Morgan Chase & Co | 8.0 | ||
| Oracle Corp | 6.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.6 | ||
| Caterpillar Inc | 6.5 | ||
| Gallagher Arthur J & Co | 6.3 | ||
| VISA Inc | 5.9 | ||
| Vulcan Materials Co | 5.9 | ||
| Wal Mart Stores Inc | 5.9 | ||
| Duke Energy Corp | 5.9 | ||
| Amazon Com Inc | 5.8 | ||
| Coca Cola Co | 5.7 | ||
| Lilly Eli & Co | 5.6 | ||
| Home Depot Inc | 5.6 | ||
| Costco Wholesale Corp /NEW | 5.6 | ||
| Alphabet Inc | 5.6 | ||
| Lowes Companies Inc | 5.1 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Johnson & Johnson | 4.9 | ||
| Procter & Gamble Co | 4.4 | ||
| GE Vernova Inc | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 54.8 |
| (b) Individuals (high net worth individuals) | 57 | 205.0 |
| (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 | 11 | 17.1 |
| (h) Charitable organizations | 2 | 52.1 |
| (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 | 623 | 331.8 |
| By Discretionary | ||
| Discretionary | 623 | 331.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 623 | 331.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.8 | |
| Total | 623 | 331.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001706016] |
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|---|---|---|
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Wealthspring Partners LLC
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CA | 0.3 |
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Elmwood Wealth Management Inc
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Causey Wealth LLC
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CO | 0.3 |
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Silver Coast Investments LLC
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CA | 0.3 |
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Invenio Wealth Partners LLC
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FL | 0.3 |
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Ridgepath Capital Management LLC
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Arlen Capital LLC
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RI | 0.3 |
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Wealthcare Capital Partners LLC
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PA | 0.3 |
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Regimen Wealth LLC
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GA | 0.3 |