Family Legacy Advisors, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 320754
· Overland Park, KS
· www.fla-kc.com
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ADV data as of Jul 17, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 116
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106 | $0 | — |
| High net worth individuals | 10 | $0 | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Herman Joseph Esry | Registered representative | Jun 2022 (4y) | ||
| Jeffrey Easterday | Registered representative | Jun 2022 (4y) | ||
| Sarah Clarice Yao | Registered representative | Jul 2022 (4y) | ||
| Johnathan M Brown | Registered representative | Nov 2024 (2y) |
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) | 07/17/2026 | 1.1 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
- • Other fees
- • SOLICITOR
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗