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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- OakCapital catalyst +more
- 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.
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Owner & Executives
CHRISTOPHER ARISTOTLE BROWN
Advisor, President
- CRD
- #2627553
- Ownership
- 75% or more
ALYSSA STANDARD BOOK
Chief Compliance Officer, Financial Advisor
- CRD
- #7511442
- Ownership
- Less than 5%
Frontier capital
Delta alpha foundation
- CRD
- #12053
- Ownership
- 8.0%
Showing 2 of 4 owners & executives
Unlock allContacts
CHRISTOPHER ARISTOTLE BROWN
Advisor, President
- CRD
- #2627553
WILLIAM WILKINS BROWN
President
- CRD
- #2627550
Oak crest
Vital vertex
- CRD
- #47195
Showing 2 of 6 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
Total SMA Asset: $377,277,747
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $977,479,646 | 17.7% |
| Public Funds | $1,546,295,485 | 28.0% |
| Cash | $2,998,708,744 | 54.3% |
| Total | $5,522,483,875 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM FOUNDATION FRONTIER | QUANTUM EAGLE | 457F0DWPP | DDXX | 5.67% | $113,360,540 |
| NORTH VERTEX INSIGHT | WAVE VERTEX | 5E7FJDAC1 | VJGU | 3.52% | $82,708,696 |
| CREST VECTOR | MOMENTUM CREST | NSF8KP94J | PDLMV | 8.39% | $4,037,621 |
| WAVE DELTA EAGLE | EMBER PIONEER | KHJEDY72O | AANW | 7.29% | $70,296,765 |
| ATLAS VERTEX | DELTA ELEMENT | UUT17BUIO | DISC | 2.67% | $49,327,068 |
| ALPHA CATALYST | PATHWAY WAVE | 070B1NCYA | WVT | 1.99% | $38,085,895 |
| MOMENTUM ALPHA | EMBER NORTH | W5C3S9GD2 | LXDZ | 12.59% | $25,865,503 |
| SIGNAL UNISON FOUNDATION | VERTEX FOCUS | A1FP3UZW3 | RIEOC | 4.68% | $37,521,911 |