Family Legacy Financial Solutions, LLC
● SEC registered since 2025CRD 314351SEC# 801-132388Cary, NC
Reg. AUM
$174.5M
Employees
7
Accounts
806
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 $174.5 million in regulatory assets under management and employs 7 people.
Family Legacy Financial Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Anthony Stubbolo Control | Managing Member | 50-75% | 2021 |
| Todd Russell Iglehart Control | Managing Member And Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Family Legacy Financial Solutions, LLC manage?
Family Legacy Financial Solutions, LLC reports $174.5 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 7 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
| Address | 6501 Weston Pkwy, Suite #300, Cary, NC 27513 |
| Phone | 919-379-9000 |
| Office hours | 9-5 (Et) |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2076068 |
| Discloses disciplinary history | No |
Regulatory AUM
$174.5M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$174.5Mregulatory AUM
Discretionary $173.5MNon-discretionary $1M