Family Legacy, Inc.
- Regulatory AUM
- $377M
- Discretionary
- $377M
- Clients
- 257
- Avg AUM / client
- $1.5M
- Accounts
- 650
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 176 | $57.0M | 15.1% |
| High net worth individuals | 64 | $241M | 63.9% |
| Pension and profit sharing plans | 10 | $18.5M | 4.9% |
| Charitable organizations | 2 | $57.9M | 15.4% |
| Corporations and other businesses | 5 | $2.8M | 0.75% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Aristotle Brown | President/Chief Compliance Officer | CFP Personal Financial Specialist | May 1995 (31y) | 75% or more |
| William Wilkins Brown | Vice President | Personal Financial Specialist | May 1995 (31y) | Less than 5% |
| Jennifer Wilson Chandler | Chief Operating Officer | Jun 2018 (8y) | Less than 5% | |
| Justin Tedford Phillips | Chief Financial Officer | Feb 2022 (4y) | Less than 5% | |
| Alyssa Standard Book | Registered representative | Apr 2022 (4y) | ||
| Kristen Roach Squires | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $216M (57% of AUM) Jul 2026
- Fidelity Brokerage Services $143M (38% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗