FAMILY LEGACY, INC.
C38
CRD 110945·SEC 801-49710·GREENVILLE, SC
AUM
$377.3M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $143.4M
'21 · $231.9M
'22 · $242.6M
'23 · $291.3M
'25 · $331.8M
'26 · $377.3M
'20'26
$143.4M → $377.3M▲ +163%
Client mix
| Individuals Other | 176 |
| Individuals High Net Worth | 64 |
| Pension Profit Sharing Plans | 10 |
| Corporations | 5 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 5 advisors
'22 · 6 advisors
'23 · 8 advisors
'25 · 10 advisors
'26 · 10 advisors
'20'26
7 advisors → 10 advisors▲ +43%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
104 BROADUS AVENUEGREENVILLE, SC 29601
Business
104 BROADUS AVENUEGREENVILLE, SC 29601
Edgar Recent Filings
13F-HR2009-07-24 · 0001144204-09-038689
13F-HR2009-04-20 · 0001144204-09-021393
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited