Family Legacy Financial Solutions, LLC
Firm details
- Headquarters
- Cary, North Carolina
- CRD number
- 314351
- Registered since
- April 11, 2025
- Website
- www.familylegacync.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.95%
- Individuals14.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Family Legacy Financial Solutions, LLC is an independent, individual-owned registered investment adviser that services primarily individual and family clients. The firm registers with the SEC (registered in 2025) and blends fee models — charging a percentage of assets under management as well as fixed fees for some engagements. Its advisory offerings center on financial planning and portfolio management for individuals and small businesses, and the firm supplements client outreach with publications and educational seminars or workshops. As part of its business model it also operates as an insurance broker and sells other financial products. Family Legacy does not position itself as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds24%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Todd Iglehart
Chief Compliance OfficerCRD 6645163
Contacts
3 of 4
Michael Lewis
Principal & Financial PlannerCRD 1063715
Avery Knowles
Financial Advising InternCRD 8236174
Zackary Budzik
Client Experience AdvisorCRD 7884725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$77.4M in ETFs
97%
$75.4M
1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $22.4M | 759,646 | 28.87% |
Location
Cary, NC
Wake
Location
Cary, NC
Headquartered in Cary, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 6501 Weston Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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