RIA Intel›Advisers›North Carolina›YOUR CAPITAL FINANCIAL, LLC

YOUR CAPITAL FINANCIAL, LLC

Advisory

WINSTON SALEM, NC

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in NC

#482

of 516 advisers by AUM

Average account

$181K

across 339 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$62M

Discretionary AUM$61M

Non-Discretionary AUM$263K

Discretionary %99.6%

Total Clients339

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

339 clients

56 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

DIXON AND COMPANY WEALTH MANAGEMENT, LLC

WINSTON SALEM, NC

$61M

BACAP ADVISORY PARTNERS, LLC

$61M

POTTLE FINANCIAL SERVICES, INC

$62M

MILLARD & COMPANY, INC.

$62M

FORTITUDE FINANCIAL PLANNING LLC

$60M

BRYANT & BRANNOCK, LLC

$63M

Get the full picture on YOUR CAPITAL FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track YOUR CAPITAL FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans