STONE LEGACY CAPITAL LLC

Overview

Stone Legacy Capital LLC is an independent registered investment adviser focusing on individual and family clients. The firm combines financial planning with discretionary portfolio management, running strategies that favor publicly traded equities. Its client-fee options include a percentage-of-assets model alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity is centered on direct equity exposure delivered through exchange-traded vehicles and separately managed account structures. Stone Legacy Capital is not positioned as a broad capital allocator, but it does deploy client capital into third-party real estate managers as part of its alternative allocation. The firm does not identify as an active ESG investor and it maintains a narrow operating footprint rather than multi-state advisory coverage. It lists an insurance company among its industry affiliations.

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Public Holdings

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Location & Offices