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 established in 1995 and organized as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional clients, providing fee-based advice through a mix of AUM-based fees and fixed fees. Its core advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Family Legacy does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator — it relies on externally managed investment products rather than sponsoring its own private funds.
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 4
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 35Active vs passive
$77.9M in ETFs
68%
$52.8M
32%
$25.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) | Dimensional | Active | Foreign Large Value | $7.5M | 141,756 | 9.60% |
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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