FAMILY LEGACY, INC.

HTTP://WWW.FAMILYLEGACYINC.COM GREENVILLE, SC Investment Advisor How do I update this listing?

Family Legacy is based out of Greenville. Family Legacy is a large advisory firm with 182 clients and discretionary assets under management (AUM) of $134,343,976 (Form ADV from 2017-08-01). Their last reported 13F filing for Q4 2019 included $175,803,000 in managed 13F securities and a top 10 holdings concentration of 24.01%. Family Legacy's largest holding is Microsoft Corp. with shares held of 38,840. Whalewisdom has at least 23 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $175.803 Million
  • Prior Market Value $160.424 Million
  • New Purchases7 stocks
  • Additional Purchases68 stocks
  • Sold out of1 stock
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 24.01 %
  • Turnover % [1]:6.72%
  • Turnover Alt % [2]: 6.41 %
  • Time Held Top20:7.70 quarters
  • Time Held Top10:6.80 quarters
  • Time Held All:9.24 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.14%
Performance Last 4 Quarters: 15.72%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FAMILY LEGACY, INC.
104 BROADUS AVENUE
GREENVILLE SC    29601
Country: United States

Business Phone: 864-233-2788
Fax: 864-370-1713
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: SC
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 182
Amount of client funds and securities by related persons: 46,250,600
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

FAMILY LEGACY, INC.

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
BROWN, WILLIAM, WILKINS VICE PRESIDENT 05/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. VICE PRESIDENT direct 1995-05-01
INVESTMENT MONITORING CORP PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF EXECUTIVE OFFICER direct 1995-05-01 2013-03-19
BROWN, CHRISTOPHER, ARISTOTLE PRESIDENT 05/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1995-05-01
INVESTMENT MONITORING CORP VICE PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 1995-05-01 2013-03-19
Sebastian, Patrice, Lynn CHIEF COMPLIANCE OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER direct 2017-11-01

FAMILY LEGACY, INC.

ownership team - last updated 2018-11-02
Name Title Start Date Direct/Indirect % Ownership
BROWN, WILLIAM, WILKINS VICE PRESIDENT 05/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. VICE PRESIDENT direct 1995-05-01
INVESTMENT MONITORING CORP PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF EXECUTIVE OFFICER direct 1995-05-01 2013-03-19
BROWN, CHRISTOPHER, ARISTOTLE PRESIDENT 05/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1995-05-01
INVESTMENT MONITORING CORP VICE PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 1995-05-01 2013-03-19
Sebastian, Patrice, Lynn CHIEF COMPLIANCE OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER direct 2017-11-01

FAMILY LEGACY, INC.

ownership team - last updated 2018-05-01
Name Title Start Date Direct/Indirect % Ownership
BROWN, WILLIAM, WILKINS VICE PRESIDENT 05/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. VICE PRESIDENT direct 1995-05-01
INVESTMENT MONITORING CORP PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF EXECUTIVE OFFICER direct 1995-05-01 2013-03-19
BROWN, CHRISTOPHER, ARISTOTLE PRESIDENT 05/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1995-05-01
INVESTMENT MONITORING CORP VICE PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 1995-05-01 2013-03-19
Sebastian, Patrice, Lynn CHIEF COMPLIANCE OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER direct 2017-11-01

Elevate your investments