Family Legacy, Inc.
Firm details
- Headquarters
- Greenville, South Carolina
- CRD number
- 110945
- Registered since
- August 15, 1995
- Website
- www.familylegacyinc.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.9%
- Charitable Organizations15.36%
- Individuals15.1%
- Pension & Profit Sharing Plans4.9%
- Corporations / Businesses0.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Family Legacy, Inc. is an independent registered investment adviser, organized as a corporation and SEC-registered since 1995. The firm is individually owned and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management across individual, small-business and institutional mandates, with pension consulting noted among its services. Compensation blends percentage-of-AUM and fixed-fee arrangements. Family Legacy reports industry relationships with an accountant and an insurance company and does not identify as an active ESG investor.
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 Equities75%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
William Brown
CEOCRD 2627550
Justin Phillips
CFO & DirectorCRD 7495490
Contacts
3 of 5
Kristen Squires
Investment Adviser RepresentativeCRD 7914288
Jennifer Chandler
Director of Financial PlanningCRD 6756762
Christopher Brown
PresidentCRD 2627553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$86.8M in ETFs
71%
$61.6M
29%
$25.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF (SOXX) | BlackRock | Passive | Technology | $9.8M | 15,286 | 11.28% |
Location
Greenville, SC
Greenville
Location
Greenville, SC
Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenville
- Address
- 900 Pendleton St
- Time zone
- ET (UTC-5)
- Office locations
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