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YOUR CAPITAL FINANCIAL, LLC
CRD 307377
1485 RYMCO DRIVE, WINSTON SALEM, NC, 27103, United States
Phone
336-448-3623
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.5M
Discretionary AUM
$61.2M
Team
2 total employees; 1 advisory reps; 339 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $24.5M |
| High net worth individuals | 56 | $36.3M |
| Pension/profit sharing plans | 5 | $263K |
| Charitable organizations | 1 | $381K |
| Corporations/business entities | 1 | $18K |
All web addresses on file
Official SEC filing: View on IAPD