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Family Legacy Financial Solutions, LLC

● SEC registered since 2025CRD 314351SEC# 801-132388Cary, NC
Export (members)
Reg. AUM
$140M
Employees
4
Accounts
756
Location
Cary, NC

Family Legacy Financial Solutions, LLC assets under management

Family Legacy Financial Solutions, LLC is a registered investment adviser overseen by the SEC based in Cary, NC. The firm has been registered since 2025. It reports $140 million in regulatory assets under management and employs 4 people.
www.familylegacync.comView on SEC.gov ↗

Family Legacy Financial Solutions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua Anthony Stubbolo ControlManaging Member50-75%2021
Todd Russell Iglehart ControlManaging Member And Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Family Legacy Financial Solutions, LLC manage?

Family Legacy Financial Solutions, LLC reports $140 million in regulatory assets under management on its Form ADV.

How many employees does Family Legacy Financial Solutions, LLC have?

Family Legacy Financial Solutions, LLC reports 4 employees.

Where is Family Legacy Financial Solutions, LLC located?

Family Legacy Financial Solutions, LLC is based in Cary, NC and has been SEC-registered since 2025.

Does Family Legacy Financial Solutions, LLC disclose fund performance?

Family Legacy Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6501 Weston Pkwy, Suite #300, Cary, NC 27513
Phone919-379-9000
Office hours9-5 (Et)
SEC regionAtlanta Regional Office (ARO)
CIK2076068
Discloses disciplinary historyNo

Assets under management

Discretionary$139M
Non-discretionary$1M
Total (RAUM)$140M