FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC of CARY, NC is an SEC-registered investment adviser (CRD 314351). Regulatory assets under management: $174.5M.
Registration
- CRD: 314351
- SEC file number: 801-132388
- Type: Registered investment adviser
- 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 | — |
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