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 registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and provides financial planning and portfolio management services for individuals and small businesses. Its fee schedule is flexible, combining asset-based fees with hourly and fixed-fee engagements. Stone Legacy is not identified as an ESG-focused manager, a multi-state adviser, a pension consultant, or a capital allocator. The firm has an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
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
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