FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
Firm details
- Headquarters
- CARY, North Carolina
- CRD number
- 314351
- Registered since
- April 11, 2025
- Website
- www.familylegacync.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.95%
- Individuals14.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Family Legacy Financial Solutions, LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2025 and focuses on individual and family clients. Advisory services include financial planning and portfolio management for individuals and small businesses, along with client education through newsletters and workshops. The firm also operates as an insurance broker and sells other financial products, and its fee model combines a percentage of assets under management with fixed-fee engagements. Family Legacy does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds24%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Todd Iglehart
Chief Compliance OfficerCRD 6645163
Contacts
3 of 4MICHAEL LEWIS
Principal & Financial PlannerCRD 1063715
Avery Knowles
Financial Advising InternCRD 8236174
ZACKARY BUDZIK
Client Experience AdvisorCRD 7884725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$62.4M in ETFs
97%
$60.7M
1%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $18.7M | 725,397 | 30.04% |
Location
CARY, NC
WAKE
Location
CARY, NC
Headquartered in CARY, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 6501 Weston Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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