PPrivate Fund Data Log in Join · $37/mo

Family Legacy, Inc.

● SEC registered since 1995CRD 110945SEC# 801-49710Greenville, SC
Export (members)
Reg. AUM
$331.8M
Employees
10
Accounts
623
Location
Greenville, SC

Family Legacy, Inc. assets under management

Family Legacy, Inc. is an investment advisory firm registered with the SEC based in Greenville, SC. The firm has been registered since 1995. It reports $331.8 million in regulatory assets under management and employs 10 people.

Family Legacy, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Alyssa Standard BookChief Compliance OfficerUnder 5%2025
Christopher Aristotle Brown ControlPresidentOver 75%1995
Jennifer Wilson Chandler ControlChief Operating OfficerUnder 5%2021
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Family Legacy, Inc. manage?

Family Legacy, Inc. reports $331.8 million in regulatory assets under management on its Form ADV.

How many employees does Family Legacy, Inc. have?

Family Legacy, Inc. reports 10 employees.

Where is Family Legacy, Inc. located?

Family Legacy, Inc. is based in Greenville, SC and has been SEC-registered since 1995.

Does Family Legacy, Inc. disclose fund performance?

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

Contact & registration

Address900 Pendleton Street, Suite 200, Greenville, SC 29601
Phone(864) 233-0808
Fax864-370-1713
Office hours8:30a.m.-5:30p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1706016
Discloses disciplinary historyNo

Assets under management

Discretionary$331.8M
Non-discretionary$0
Total (RAUM)$331.8M