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AMERICAN FAMILY LEGACY GROUP

Advisory

TAMPA, FL

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in FL

#1,666

of 2,610 advisers by AUM

Average account

$292K

across 153 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients112

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

112 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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