RIA Intel›Advisers›North Carolina›STONE LEGACY CAPITAL LLC

STONE LEGACY CAPITAL LLC

Advisory

RALEIGH, NC

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account
$170K
across 73 accounts
AUM per adviser
$6M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
73
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients73
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

CREATIVEVEST INC
$12M
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
MOUNT AIRY, NC
$13M
MASTER PLAN WEALTH MANAGEMENT, L.L.C.
$12M
TRUSTSTONE WEALTH PARTNERS, LLC
CHAPEL HILL, NC
$12M
WAKE WEALTH MANAGEMENT CO.
RALEIGH, NC
$13M
OHERRON & CO INC
RALEIGH, NC
$12M
-73.7% 1Y

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