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FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD 314351 · SEC 801-132388
6501 WESTON PKWY, SUITE #300, CARY, NC, 27513, United States
Phone
919-379-9000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$174.5M
Discretionary AUM
$173.5M
Team
7 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsBOOK AUTHOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $24.5M |
| High net worth individuals | 55 | $150.0M |
All web addresses on file
- https://www.familylegacync.com/
- https://www.triangletechnet.com/
- https://www.instagram.com/familylegacync/.
- https://www.facebook.com/baseballfan89
- https://www.facebook.com/FamilyLegacyFinancialSolutions
- https://www.facebook.com/triangletechnet
- https://www.youtube.com/@familylegacyfinancialsolut7731
- https://x.com/FamilyLegacyNC
- https://www.linkedin.com/in/joshua-stubbolo
Official SEC filing: View on IAPD