Family Legacy Financial Solutions provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Family Legacy Financial Solutions reports 315 clients. They include 260 individual clients and 55 high-net-worth individuals. Of its assets, 99.4% ($174M across 800 accounts) are managed with discretion; $1M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $171M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 14% |
| High-net-worth individuals | 17% | 86% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 260 | $24.5M | 14.1% | $94.3K |
| High-net-worth individuals | 55 | $150M | 85.9% | $2.73M |
| Total | 315 | $175M | 100% | $554K |
- Clients
- 260
- Regulatory AUM
- $24.5M
- AUM share
- 14.1%
- Avg. per client
- $94.3K
- Clients
- 55
- Regulatory AUM
- $150M
- AUM share
- 85.9%
- Avg. per client
- $2.73M
Total
- Clients
- 315
- Regulatory AUM
- $175M
- AUM share
- 100%
- Avg. per client
- $554K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Family Legacy Financial Solutions is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Held-Away Account Management
- Management of held-away accounts is billed at a variable rate of 0.25% to 0.75% a year, invoiced separately and paid quarterly in advance.
- Stand-Alone Financial Planning
- Stand-alone financial planning is a fixed fee with a typical minimum charge of $5,000, negotiable, and waived for new clients with over $1,000,000 managed.
Joshua Stubbolo owns 50% to 75% of Family Legacy Financial Solutions. The leadership team of Family Legacy Financial Solutions includes Chief Compliance Officer Todd Iglehart. It has 7 employees, 5 of them in advisory roles.
Leadership
- Todd IglehartManaging Member and Chief Compliance Officer
- Joshua StubboloManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Family Legacy Financial Solutions, LLC
Joshua Stubbolo
Control person · since April 2021
- Owns 50% to 75% of Family Legacy Financial Solutions, LLC
Todd Iglehart
Control person · since May 2021
Family Legacy Financial Solutions’ regulatory assets grew from $140M (May 2025) to $175M (March 2026); clients fell from 345 to 315 and employees rose from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $175M | 315 | 7 | 1 |
| May 2025 | $140M | 345 | 4 | 1 |
Besides its headquarters, Family Legacy Financial Solutions has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 6501 Weston Pkwy, Suite #300, CaryHQ
Contact and registration details
- Legal name
- Family Legacy Financial Solutions, LLC
- Headquarters
- 6501 Weston Pkwy, Suite #300, Cary, NC 27513
- Website
- familylegacync.com
- Phone
- 919-379-9000
- SEC file
- 801-132388
- Structure
- North Carolina LLC
- Fiscal year end
- December
Family Legacy Financial Solutions uses Charles Schwab ($175M) as custodian for its separately managed accounts. Family Legacy Financial Solutions does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $175M100%
At year end, Family Legacy Financial Solutions’ separately managed accounts were mostly in stocks (68%) and funds (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $164M across 65 positions; the largest are Advanced Micro Devices I (18.9%), Schwab U.S. Large-cap ETF (13.6%) and Schwab U.S. Mid-cap ETF (8.2%).
What the accounts hold
- Stocks68%
- Funds24%
- Bonds5%
- Cash3%
Reported 13F holdings
- $164M
- Reported 13F value
- 65
- Positions
- 73.2%
- In the 10 largest
- +32.6%
- Value vs. prior quarter
- Advanced Micro Devices I18.9%
- Schwab U.S. Large-cap ETF13.6%
- Schwab U.S. Mid-cap ETF8.2%
- iShares 0-5 Year Tips Bond ETF7.2%
- Eli Lilly & CO6.2%
- Schwab U.S. Small-cap ETF5.0%
- Wisdomtree Floating Rate Treasury Fund4.7%
- Revvity Inc.3.8%
- Schwab International Equity ETF2.9%
- Invesco Nasdaq 100 ETF2.9%
Together, the ten largest are 73.2% of reported value.
How many clients does Family Legacy Financial Solutions have?
Family Legacy Financial Solutions has 315 clients and manages $175 million for them, as of March 2026. They include 260 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Family Legacy Financial Solutions offer?
Family Legacy Financial Solutions provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Family Legacy Financial Solutions use?
Family Legacy Financial Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $175M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Family Legacy Financial Solutions have?
Family Legacy Financial Solutions has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Family Legacy Financial Solutions invest in?
At the end of its last fiscal year, Family Legacy Financial Solutions’ separately managed accounts held 68% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Family Legacy Financial Solutions?
Family Legacy Financial Solutions’ direct owners are Joshua Stubbolo (50% to 75%) and Todd Iglehart (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Family Legacy Financial Solutions get paid?
Family Legacy Financial Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Family Legacy Financial Solutions?
Family Legacy Financial Solutions’ main office is at 6501 Weston Pkwy, Suite #300, Cary, NC 27513. Its phone number is 919-379-9000. Its website is familylegacync.com.