Stone Legacy Capital LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 334218
- Website
- stonelegacycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.46%
- HNWI36.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stone Legacy Capital LLC is an independent wealth advisory organized as a limited liability company and owned by an individual principal. The firm focuses on individuals and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing model includes a percentage-of-AUM option alongside hourly and fixed-fee engagements. Stone Legacy is state-registered in North Carolina and Virginia and maintains an affiliation with an insurance company. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Bryant Stone
Chief Executive Officer & Chief Investment OfficerCRD 5557299
Contacts
2 of 2Hannah Canipe
Workplace Planning AssociateCRD 7635114
Benjamin Scarbrough
Servicing AdvisorCRD 8145690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 8341 Bandford Way
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Wake Wealth Management Co
RIARaleigh, NC
University Financial Strategies, LLC
RIARaleigh, NC
Kairos Ria, LLC
RIARaleigh, NC
NC Money Management, Inc.
RIARaleigh, NC
Innovest Strategies LLC
RIARaleigh, NC
Other Side Asset Management, LLC
RIARaleigh, NC