AMERICAN FAMILY LEGACY GROUP

Overview

American Family Legacy Group is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and adviser-selection services. The firm acts as a capital allocator, directing client capital into both public funds and third‑party alternative managers rather than relying solely on in‑house, single‑strategy portfolios. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees — which supports advisory relationships that range from ongoing wealth management to project‑based planning. Investment activity is tilted toward pooled public funds, with a material minority of assets steered into private and less liquid vehicles. The firm’s advisory scope includes management for individuals and small businesses, portfolio mandates for institutions or businesses, and selection of outside advisers, which reinforces its role as an allocator to external managers across traditional and alternative sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices