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STONE LEGACY CAPITAL LLC
CRD 334218
8341 BANDFORD WAY, STE. 007, RALEIGH, NC, 27615, United States
Phone
(919) 341-6462
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.4M
Discretionary AUM
$12.4M
Team
2 total employees; 2 advisory reps; 74 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $7.9M |
| High net worth individuals | 2 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD