Family Legacy, Inc.
● SEC registered since 1995CRD 110945SEC# 801-49710Greenville, SC
Reg. AUM
$377.3M
Employees
10
Accounts
650
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 $377.3 million in regulatory assets under management and employs 10 people.
Family Legacy, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa Standard Book | Chief Compliance Officer | Under 5% | 2025 |
| Christopher Aristotle Brown Control | President | Over 75% | 1995 |
| Jennifer Wilson Chandler Control | Chief Operating Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Family Legacy, Inc. manage?
Family Legacy, Inc. reports $377.3 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
| Address | 900 Pendleton Street, Suite 200, Greenville, SC 29601 |
| Phone | (864) 233-0808 |
| Fax | 864-370-1713 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1706016 |
| Discloses disciplinary history | No |
Regulatory AUM
$377.3M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$377.3Mregulatory AUM
Discretionary $377.3M