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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-15-1995
- Office Locations
- 2
Office Locations
About Family Legacy, Inc.
Family Legacy, Inc. is a Greenville, SC registered investment adviser providing holistic financial management for families, entrepreneurs, and businesses, spanning investment management plus accumulation, retirement, estate, and business planning, including a multi-family office offering. Portfolios are built primarily with ETFs and public funds with an asset-allocation focus. Founded in 1995.
Reported data analysis
What the numbers show
Between March 3, 2025 and July 14, 2026, reported AUM increased 13.7%, from $331.8M to $377.3M.
Across 5 reported observations, AUM increased 29.5% between May 16, 2022 and July 14, 2026, from $291.3M to $377.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 260 clients, or 26 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 31 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Family Legacy, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER ARISTOTLE BROWN
Advisor, President
- CRD
- #2627553
- Ownership
- 75% or more
Jennifer Wilson Chandler
CHIEF OPERATING OFFICER, Director
- CRD
- #6756762
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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WILLIAM WILKINS BROWN
President
- CRD
- #2627550
Andrew Caldwell Sladky
--
- CRD
- #8260607
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,277,747 | $580,427 |
| Non-Discretionary | $0 | -- |
| Total | $377,277,747 | $580,427 |
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Separately Managed Accounts
SMA allocation detail is available
Family Legacy, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Family Legacy, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.