CRD: 314351
Family Legacy Financial Solutions, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2021
- Office Locations
- 1
Office Locations
About Family Legacy Financial Solutions, LLC
Family Legacy Financial Solutions is a Cary, NC RIA serving Triangle-area professionals and families with personalized, comprehensive planning and ongoing investment advice. Services include budgeting, retirement, tax planning/prep, estate and risk management, and legacy planning. Portfolios lean heavily on ETFs alongside public funds and U.S. government bonds, with custody often at Schwab/TD Ameritrade. Founded by uncle-nephew partners Todd Iglehart and Josh Stubbolo.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Todd Russell Iglehart
Chief Compliance Officer, Investment Advisor, Managing Member, Senior Managing Partner
- CRD
- #6645163
- Ownership
- 50% but less than 75%
JOSHUA ANTHONY STUBBOLO
Founder, Managing Member, Managing Partner
- CRD
- #6066642
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ZACKARY T BUDZIK
--
- CRD
- #7884725
Avery Zoe Knowles
--
- CRD
- #8236174
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,530,000 | $216,913 |
| Non-Discretionary | $1,000,000 | $166,667 |
| Total | $174,530,000 | $216,538 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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