# The Financial Legacy Group

The Financial Legacy Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://financiallegacy.com
- **LinkedIn:** https://www.linkedin.com/company/financial-legacy-associates

## Regulatory record

- **CRD number:** 287632
- **SEC file number:** 801-135420
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287632

## About

THE FINANCIAL LEGACY GROUP is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2026. The firm manages approximately $107 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### How does The Financial Legacy Group source proprietary deal flow?

There is no public information on how The Financial Legacy Group sources deals. Multi-family offices often access deal flow through networks of family offices, investment banks, and co-investment platforms, but the firm has not disclosed its specific sourcing model.

### Which sectors does The Financial Legacy Group explicitly avoid?

No public information exists on sectors the firm avoids. Multi-family offices often maintain discretion about their sector preferences to protect competitive advantage, so this is not unusual.

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Last updated: 2026-07-06T01:24:26.840Z

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