# FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

FAMILY LEGACY FINANCIAL SOLUTIONS, LLC of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 314351
- Type: SEC-registered investment adviser
- SEC file number: 801-132388
- Location: 6501 WESTON PKWY, SUITE #300, CARY, NC, 27513
- Phone: 919-379-9000
- Latest filing: 2026-03-10
- Regulatory AUM: $174.5M
- Discretionary AUM: $173.5M
- Non-discretionary AUM: $1.0M
- Clients: 7
- Accounts: 806

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Corporations, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Anthony Stubbolo | MANAGING MEMBER | — |
| Todd Russell Iglehart | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314351/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314351/similar
- Related entities: https://search.stillhousedata.com/firm/314351/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314351

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.