AMERICAN FAMILY LEGACY GROUP

AMERICAN FAMILY LEGACY GROUP of TAMPA, FL is an SEC-registered investment adviser (CRD 154050). Regulatory assets under management: $44.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 154050
• Type: Registered investment adviser
• Location: 3030 N ROCKY POINT DR W, TAMPA, FL, 33607
• Phone: 405-245-8340
• Latest filing: 2026-04-01
• Regulatory AUM: $44.7M
• Discretionary AUM: $44.7M
• Clients: 3
• Accounts: 153

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search