FAMILY LEGACY, INC.
CRD #110945 SEC #801-49710 GREENVILLE, SC (864) 233-0808
SEC Registered
Total AUM
$331.8M
Discretionary
$331.8M
Employees
10
Clients
101
Accounts
623
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $331.8M | $331.8M | $0 | 10 | 4 |
| Nov 2024 | $300.1M | $277.8M | $22.2M | 10 | 0 |
| Aug 2024 | $300.1M | $277.8M | $22.2M | 12 | 0 |
| Aug 2024 | $300.1M | $277.8M | $22.2M | 11 | 0 |
| Mar 2024 | $300.1M | $277.8M | $22.2M | 10 | 0 |
| Mar 2023 | $259.9M | $240.2M | $19.8M | 10 | 0 |
| Feb 2023 | $259.9M | $240.2M | $19.8M | 10 | 0 |
| May 2022 | $291.3M | $273.1M | $18.3M | 8 | 0 |
| Mar 2022 | $291.3M | $273.1M | $18.3M | 7 | 0 |
| Nov 2021 | $242.6M | $226.6M | $16.1M | 6 | 0 |
| Feb 2021 | $242.6M | $226.6M | $16.1M | 5 | 0 |
| Jan 2021 | $231.9M | $220.4M | $11.5M | 5 | 0 |
| Jul 2020 | $231.9M | $220.4M | $11.5M | 6 | 0 |
| Jun 2020 | $231.9M | $220.4M | $11.5M | 7 | 0 |
| Jun 2020 | $231.9M | $220.4M | $11.5M | 7 | 0 |
| Mar 2020 | $231.9M | $220.4M | $11.5M | 7 | 0 |
| Mar 2019 | $143.4M | $134.3M | $9M | 7 | 0 |
| Mar 2019 | $143.4M | $134.3M | $9M | 7 | 0 |
| Jan 2019 | $140.2M | $133.6M | $6.6M | 6 | 0 |
| Nov 2018 | $140.2M | $133.6M | $6.6M | 5 | 0 |
| Jul 2018 | $140.2M | $133.6M | $6.6M | 5 | 0 |
| Jul 2018 | $140.2M | $133.6M | $6.6M | 6 | 0 |
| May 2018 | $140.2M | $133.6M | $6.6M | 5 | 0 |
| Mar 2018 | $140.2M | $133.6M | $6.6M | 6 | 0 |
| Sep 2017 | $122.5M | $116.7M | $5.9M | 7 | 200 |
| Jul 2017 | $122.5M | $116.7M | $5.9M | 6 | 200 |
| Jul 2017 | $122.5M | $116.7M | $5.9M | 6 | 200 |
| Jul 2017 | $122.5M | $116.7M | $5.9M | 6 | 200 |
| Mar 2017 | $122.5M | $116.7M | $5.9M | 6 | 200 |
| Nov 2016 | $110.8M | $107.8M | $3M | 5 | 200 |
| Jun 2016 | $110.8M | $107.8M | $3M | 5 | 200 |
| Mar 2016 | $110.8M | $107.8M | $3M | 5 | 200 |
| Mar 2015 | $116.3M | $113.2M | $3.1M | 5 | 200 |
| Mar 2014 | $106M | $103.3M | $2.7M | 4 | 200 |
| Jul 2013 | $95.9M | $94.3M | $1.6M | 4 | 200 |
| Mar 2013 | $95.9M | $94.3M | $1.6M | 4 | 200 |
| Mar 2012 | $95.7M | $95.6M | $39.4K | 1 | 200 |
| Mar 2010 | $94.9M | $94.9M | $0 | 5 | -- |
| Feb 2009 | $84.6M | $84.6M | $0 | 5 | -- |
| Feb 2007 | $115.1M | $115.1M | $0 | 5 | -- |
| Feb 2006 | $103.1M | $103.1M | $0 | 5 | -- |
| Feb 2005 | $103.6M | $103.6M | $0 | 5 | -- |
| Jan 2004 | $73.5M | $73.5M | $0 | 5 | -- |
| Oct 2003 | $73.5M | $73.5M | $0 | 5 | -- |
| Mar 2002 | $89.5M | $89.5M | $0 | 5 | -- |
| Mar 2002 | $85.6M | $85.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$331.8M
Discretionary$331.8M
Non-Disc.$0
Employees10
Clients4
DateNov 2024
Total AUM$300.1M
Discretionary$277.8M
Non-Disc.$22.2M
Employees10
Clients0
DateAug 2024
Total AUM$300.1M
Discretionary$277.8M
Non-Disc.$22.2M
Employees12
Clients0
DateAug 2024
Total AUM$300.1M
Discretionary$277.8M
Non-Disc.$22.2M
Employees11
Clients0
DateMar 2024
Total AUM$300.1M
Discretionary$277.8M
Non-Disc.$22.2M
Employees10
Clients0
DateMar 2023
Total AUM$259.9M
Discretionary$240.2M
Non-Disc.$19.8M
Employees10
Clients0
DateFeb 2023
Total AUM$259.9M
Discretionary$240.2M
Non-Disc.$19.8M
Employees10
Clients0
DateMay 2022
Total AUM$291.3M
Discretionary$273.1M
Non-Disc.$18.3M
Employees8
Clients0
DateMar 2022
Total AUM$291.3M
Discretionary$273.1M
Non-Disc.$18.3M
Employees7
Clients0
DateNov 2021
Total AUM$242.6M
Discretionary$226.6M
Non-Disc.$16.1M
Employees6
Clients0
DateFeb 2021
Total AUM$242.6M
Discretionary$226.6M
Non-Disc.$16.1M
Employees5
Clients0
DateJan 2021
Total AUM$231.9M
Discretionary$220.4M
Non-Disc.$11.5M
Employees5
Clients0
DateJul 2020
Total AUM$231.9M
Discretionary$220.4M
Non-Disc.$11.5M
Employees6
Clients0
DateJun 2020
Total AUM$231.9M
Discretionary$220.4M
Non-Disc.$11.5M
Employees7
Clients0
DateJun 2020
Total AUM$231.9M
Discretionary$220.4M
Non-Disc.$11.5M
Employees7
Clients0
DateMar 2020
Total AUM$231.9M
Discretionary$220.4M
Non-Disc.$11.5M
Employees7
Clients0
DateMar 2019
Total AUM$143.4M
Discretionary$134.3M
Non-Disc.$9M
Employees7
Clients0
DateMar 2019
Total AUM$143.4M
Discretionary$134.3M
Non-Disc.$9M
Employees7
Clients0
DateJan 2019
Total AUM$140.2M
Discretionary$133.6M
Non-Disc.$6.6M
Employees6
Clients0
DateNov 2018
Total AUM$140.2M
Discretionary$133.6M
Non-Disc.$6.6M
Employees5
Clients0
DateJul 2018
Total AUM$140.2M
Discretionary$133.6M
Non-Disc.$6.6M
Employees5
Clients0
DateJul 2018
Total AUM$140.2M
Discretionary$133.6M
Non-Disc.$6.6M
Employees6
Clients0
DateMay 2018
Total AUM$140.2M
Discretionary$133.6M
Non-Disc.$6.6M
Employees5
Clients0
DateMar 2018
Total AUM$140.2M
Discretionary$133.6M
Non-Disc.$6.6M
Employees6
Clients0
DateSep 2017
Total AUM$122.5M
Discretionary$116.7M
Non-Disc.$5.9M
Employees7
Clients200
DateJul 2017
Total AUM$122.5M
Discretionary$116.7M
Non-Disc.$5.9M
Employees6
Clients200
DateJul 2017
Total AUM$122.5M
Discretionary$116.7M
Non-Disc.$5.9M
Employees6
Clients200
DateJul 2017
Total AUM$122.5M
Discretionary$116.7M
Non-Disc.$5.9M
Employees6
Clients200
DateMar 2017
Total AUM$122.5M
Discretionary$116.7M
Non-Disc.$5.9M
Employees6
Clients200
DateNov 2016
Total AUM$110.8M
Discretionary$107.8M
Non-Disc.$3M
Employees5
Clients200
DateJun 2016
Total AUM$110.8M
Discretionary$107.8M
Non-Disc.$3M
Employees5
Clients200
DateMar 2016
Total AUM$110.8M
Discretionary$107.8M
Non-Disc.$3M
Employees5
Clients200
DateMar 2015
Total AUM$116.3M
Discretionary$113.2M
Non-Disc.$3.1M
Employees5
Clients200
DateMar 2014
Total AUM$106M
Discretionary$103.3M
Non-Disc.$2.7M
Employees4
Clients200
DateJul 2013
Total AUM$95.9M
Discretionary$94.3M
Non-Disc.$1.6M
Employees4
Clients200
DateMar 2013
Total AUM$95.9M
Discretionary$94.3M
Non-Disc.$1.6M
Employees4
Clients200
DateMar 2012
Total AUM$95.7M
Discretionary$95.6M
Non-Disc.$39.4K
Employees1
Clients200
DateMar 2010
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$84.6M
Discretionary$84.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$89.5M
Discretionary$89.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$85.6M
Discretionary$85.6M
Non-Disc.$0
Employees5
Clients--