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 registered investment adviser that began its SEC registration in 2025. The firm is organized as an LLC and is owned by an individual operator. Its client focus is individuals and families, and it charges both percentage-of-AUM and fixed fees. Family Legacy blends advisory work — financial planning and discretionary portfolio management for individuals and small businesses — with business activities tied to insurance and other financial product distribution. The firm also produces publications and runs educational seminars and workshops. It identifies as not actively pursuing ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Joshua Stubbolo
Co-Founder and Managing DirectorCRD 6066642
Zackary Budzik
Client Experience AdvisorCRD 7884725
Avery Knowles
Financial Advising InternCRD 8236174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$76.7M in ETFs
98%
$75.1M
1%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $23.5M | 784,296 | 30.67% |
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
Similar firms
Independent Wealth Advisors, LLC
RIACary, NC
Hicks & Associates Wealth Management, LLC
RIACary, NC
Realm Investment Consulting LLC
RIACary, NC
Raleigh Capital Management Inc.
RIACary, NC
Tackett Wealth Management, LLC
RIACary, NC
Wyatt Financial L.L.C.
RIACary, NC