Family Legacy Financial Solutions, Llc
- Regulatory AUM
- $175M
- Discretionary
- $174M
- Clients
- 315
- Avg AUM / client
- $554K
- Accounts
- 806
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Investments (13F portfolio — 65 positions, $164,004,780)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices I | COM | $30,944,923 | 59,760 | 18.9% | 17.7% |
| 2 | Schwab U.S. Large Cap Etf | COM | $22,356,368 | 759,646 | 13.6% | 12.8% |
| 3 | Schwab U.S. Mid Cap Etf | COM | $13,420,465 | 363,994 | 8.18% | 7.69% |
| 4 | Ishares 0 5 Year Tips Bond Etf | COM | $11,736,395 | 114,882 | 7.16% | 6.72% |
| 5 | Eli Lilly & Co | COM | $10,101,401 | 8,341 | 6.16% | 5.79% |
| 6 | Schwab U.S. Small Cap Etf | COM | $8,199,184 | 226,936 | 5.0% | 4.7% |
| 7 | Wisdomtree Floating Rate Treasury Fund | COM | $7,637,190 | 151,682 | 4.66% | 4.38% |
| 8 | Revvity Inc | COM | $6,166,702 | 54,208 | 3.76% | 3.53% |
| 9 | Schwab International Equity Etf | COM | $4,791,026 | 172,961 | 2.92% | 2.75% |
| 10 | Invesco Nasdaq 100 Etf | COM | $4,686,961 | 15,470 | 2.86% | 2.69% |
| 11 | Danaher Corp | COM | $4,554,171 | 23,009 | 2.78% | 2.61% |
| 12 | Stryker Corp | COM | $3,574,307 | 10,946 | 2.18% | 2.05% |
| 13 | Palo Alto Networks Inc | COM | $3,570,776 | 10,430 | 2.18% | 2.05% |
| 14 | Nvidia Corporation | COM | $3,035,291 | 15,170 | 1.85% | 1.74% |
| 15 | Marvell Technology Inc | COM | $2,571,317 | 9,176 | 1.57% | 1.47% |
| 16 | Waste Mgmt Inc Del | COM | $1,771,886 | 7,950 | 1.08% | 1.02% |
| 17 | Costco Wholesale Corporation | COM | $1,738,812 | 1,859 | 1.06% | 1.0% |
| 18 | Dover Corp | COM | $1,653,650 | 7,373 | 1.01% | 0.95% |
| 19 | Microsoft Corp | COM | $1,629,494 | 4,368 | 0.99% | 0.93% |
| 20 | Meta Platforms Inc | CL A | $1,369,265 | 2,431 | 0.83% | 0.78% |
| 21 | Analog Devices Inc | COM | $1,290,642 | 3,422 | 0.79% | 0.74% |
| 22 | Innovator Equity Defined Protection Etf 1 Yr April | COM | $949,716 | 35,650 | 0.58% | 0.54% |
| 23 | Sap Se | ORDF | $933,567 | 5,762 | 0.57% | 0.53% |
| 24 | Vertiv Holdings Co | CL A | $888,453 | 2,654 | 0.54% | 0.51% |
| 25 | Cummins Inc | COM | $882,642 | 1,238 | 0.54% | 0.51% |
Top 25 of 65 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 260 | $24.5M | 14.1% |
| High net worth individuals | 55 | $150M | 85.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Anthony Stubbolo | Registered representative | CFP | May 2021 (5y) | |
| Todd Russell Iglehart | Registered representative | May 2021 (5y) | ||
| Michael Masin Lewis | Registered representative | CFA | Feb 2024 (3y) | |
| Zackary T Budzik | Registered representative | Mar 2025 (1y) | ||
| Avery Zoe Knowles | Registered representative | Mar 2026 (0y) |
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) | 03/10/2026 | 1.19 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
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $175M (100% of AUM) Mar 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: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗