FAMILY LEGACY, INC.

Adviser information for FAMILY LEGACY, INC. last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location South Carolina, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 225 $277.8M
Non-Discretionary 23 $22.2M
Total 248 $300.1M

Clients

Type Number RAUM
Individuals 200 $84.8M
HNW Individuals 30 $145.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 12 $17.1M
Charitable organizations <5 $49.9M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $2.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCONSULTATION
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-49710
SEC ERA File Number 801-49710
SEC CIK Numbers 1706016
SEC CRD Numbers 110945
Legal Entity Identifier None

Principal Office

900 PENDLETON STREET
SUITE 200
GREENVILLE
SC
United States
Monday - Friday, 8:30AM-5:30PM
Tel: (864) 233-0808, Fax: 864-370-1713

Chief Compliance Officer

PATRICE SEBASTIAN
CHIEF COMPLIANCE OFFICER
900 PENDLETON STREET
SUITE 200
GREENVILLE
SC
United States
Tel: (864) 233-0808
Fax: 864-370-1713
(Full email address available in API data)

Regulatory Contact

JENNIFER CHANDLER
CHIEF OPERATING OFFICER
900 PENDLETON STREET
SUITE 200
GREENVILLE
SC
United States
Tel: 864-233-0808
Fax: 864-370-1713
(Full email address available in API data)

Industry Affiliates

FAMILY LEGACY BUSINESS SERVICES, INC. Accountant or accounting firm
LEGACY INSURANCE, LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BROWN, WILLIAM, WILKINS Individual VICE PRESIDENT 05/1995 < 5%
BROWN, CHRISTOPHER, ARISTOTLE Individual PRESIDENT 05/1995 > 75%
Sebastian, Patrice, Lynn Individual CHIEF COMPLIANCE OFFICER 11/2017 < 5%
Chandler, Jennifer, Wilson Individual CHIEF OPERATING OFFICER 01/2021 < 5%

No. Employees, Historic

10502020202120222023202420257 on 3/12/20207 on 6/10/20207 on 6/11/20206 on 7/27/20205 on 1/29/20215 on 2/23/20216 on 11/10/20217 on 3/4/20228 on 5/16/202210 on 2/24/202310 on 3/3/202310 on 3/18/2024

RAUM, Historic

400M200M0202020212022202320242025231939385 on 3/12/2020231939385 on 6/10/2020231939385 on 6/11/2020231939385 on 7/27/2020231939385 on 1/29/2021242647156 on 2/23/2021242647156 on 11/10/2021291340307 on 3/4/2022291340307 on 5/16/2022259935748 on 2/24/2023259935748 on 3/3/2023300061500 on 3/18/2024

No. Clients, Historic

3001500202020212022202320242025268 on 3/12/2020268 on 6/10/2020268 on 6/11/2020268 on 7/27/2020268 on 1/29/2021189 on 2/23/2021189 on 11/10/2021216 on 3/4/2022216 on 5/16/2022243 on 2/24/2023243 on 3/3/2023248 on 3/18/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AFLAC INC COM 223K 3K
ABBOTT LABS COM 897K 9K
AMAZON COM INC COM 5M 27K
AMERICAN ELEC PWR CO INC COM 499K 6K
AMERICAN WTR WKS CO INC NEW COM 486K 4K
AMGEN INC COM 4M 13K
ELEVANCE HEALTH INC COM 4M 6K
APPLE INC COM 9M 42K
APPLIED MATLS INC COM 6M 26K
BANK AMERICA CORP COM 2M 57K
BERKSHIRE HATHAWAY INC DEL CL A 1M 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K
BOEING CO COM 2M 12K
THE CIGNA GROUP COM 2M 6K
CSX CORP COM 2M 68K
CVS HEALTH CORP COM 743K 13K
CATERPILLAR INC COM 6M 17K
CHEVRON CORP NEW COM 1M 7K
CITIGROUP INC COM NEW 402K 6K
COCA COLA CO COM 5M 81K
CONAGRA BRANDS INC COM 735K 26K
DANAHER CORPORATION COM 1M 6K
DARDEN RESTAURANTS INC COM 741K 5K
DEERE & CO COM 3M 8K
DISNEY WALT CO COM 1M 13K
DOLLAR GEN CORP NEW COM 631K 5K
ELECTRONIC ARTS INC COM 473K 3K
FIFTH THIRD BANCORP COM 393K 11K
FIRST SOLAR INC COM 1M 5K
GALLAGHER ARTHUR J & CO COM 6M 23K
GENERAL DYNAMICS CORP COM 3M 9K
GE AEROSPACE COM NEW 2M 13K
HOME DEPOT INC COM 5M 15K
INTUIT COM 1M 2K
ISHARES TR MORNINGSTAR GRWT 212K 3K
ISHARES TR RUS MDCP VAL ETF 296K 2K
ISHARES TR ISHARES SEMICDTR 3M 12K
ISHARES TR MRGSTR MD CP GRW 3M 43K
ISHARES TR US AER DEF ETF 2M 12K
JOHNSON & JOHNSON COM 5M 31K
LAMB WESTON HLDGS INC COM 984K 12K
LEMAITRE VASCULAR INC COM 247K 3K
ELI LILLY & CO COM 7M 8K
LOCKHEED MARTIN CORP COM 4M 8K
LOWES COS INC COM 5M 23K
MCDONALDS CORP COM 1M 5K
MICROSOFT CORP COM 9M 20K
MONDELEZ INTL INC CL A 758K 12K
NORFOLK SOUTHN CORP COM 1M 6K
NORTHROP GRUMMAN CORP COM 3M 6K
NOVO-NORDISK A S ADR 2M 17K
PAYCHEX INC COM 249K 2K
PEPSICO INC COM 2M 15K
PROCTER AND GAMBLE CO COM 4M 27K
REALTY INCOME CORP COM 507K 10K
RENTOKIL INITIAL PLC SPONSORED ADR 437K 15K
RIO TINTO PLC SPONSORED ADR 2M 26K
ROBERT HALF INC. COM 464K 7K
SCHWAB CHARLES CORP COM 465K 6K
SOUTHERN CO COM 3M 37K
STARBUCKS CORP COM 2M 30K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 5M 29K
THERMO FISHER SCIENTIFIC INC COM 1M 2K
TORONTO DOMINION BK ONT COM NEW 1M 26K
TRACTOR SUPPLY CO COM 478K 2K
TRANSDIGM GROUP INC COM 3M 2K
UNION PAC CORP COM 2M 9K
UNITED PARCEL SERVICE INC CL B 483K 4K
VANGUARD BD INDEX FDS INTERMED TERM 4M 53K
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 28K
VANGUARD INDEX FDS REAL ESTATE ETF 3M 37K
VANGUARD INDEX FDS SM CP VAL ETF 2M 10K
VANGUARD INDEX FDS MID CAP ETF 5M 19K
VULCAN MATLS CO COM 6M 23K
WALMART INC COM 5M 68K
WELLS FARGO CO NEW COM 760K 13K
INVESCO QQQ TR UNIT SER 1 5M 10K
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 5M 280K
ABBVIE INC COM 2M 11K
ALPHABET INC CAP STK CL A 6M 32K
AMERICAN TOWER CORP NEW COM 264K 1K
CAPITAL ONE FINL CORP COM 1M 8K
CISCO SYS INC COM 2M 33K
COMCAST CORP NEW CL A 217K 6K
COSTCO WHSL CORP NEW COM 5M 6K
DIMENSIONAL ETF TRUST INTERNATNAL VAL 2M 55K
DUKE ENERGY CORP NEW COM NEW 5M 49K
FEDEX CORP COM 472K 2K
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 225K 5K
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 411K 9K
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 1M 13K
GE VERNOVA INC COM 751K 4K
GENERAL MTRS CO COM 588K 13K
GSK PLC SPONSORED ADR 246K 6K
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 982K 37K
ISHARES TR CORE DIV GRWTH 4M 72K
ISHARES TR CORE MSCI PAC 1M 24K
JPMORGAN CHASE & CO. COM 7M 32K
MASTERCARD INCORPORATED CL A 1M 2K
MEDICAL PPTYS TRUST INC COM 699K 162K
MERCK & CO INC COM 4M 34K
NATIONAL HEALTH INVS INC COM 641K 9K
NOVARTIS AG SPONSORED ADR 346K 3K
NVIDIA CORPORATION COM 833K 7K
ORACLE CORP COM 4M 32K
PROLOGIS INC. COM 2M 17K
PUBLIC STORAGE OPER CO COM 852K 3K
SPDR S&P 500 ETF TR TR UNIT 4M 8K
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 4M 115K
SPDR SER TR S&P DIVID ETF 304K 2K
SELECT SECTOR SPDR TR SBI MATERIALS 2M 25K
TRUIST FINL CORP COM 250K 6K
UNITED CMNTY BKS BLAIRSVLE G COM 941K 37K
UNITEDHEALTH GROUP INC COM 4M 8K
VANECK ETF TRUST FALLEN ANGEL HG 4M 139K
VISA INC COM CL A 4M 17K
WP CAREY INC COM 383K 7K
WASTE MGMT INC DEL COM 3M 14K
MEDTRONIC PLC SHS 281K 4K
CHUBB LIMITED COM 2M 7K