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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-15-2025
- Office Locations
- 1
Office Locations
About Stone Legacy Capital LLC
Stone Legacy Capital is a Raleigh, NC-based RIA offering a family-office-style experience to clients regardless of asset level. The firm provides integrated financial planning and wealth management, including estate and tax planning, plus retirement and protection solutions such as annuities, life insurance, and Medicare planning. Portfolios are built as diversified allocations with an ETF-heavy implementation, supported by a RightCapital client portal.
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Owner & Executives
BRYANT E STONE Jr.
Chief Compliance Officer, Managing Member
- CRD
- #5557299
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Benjamin Tanner Scarbrough
--
- CRD
- #8145690
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,407,178 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,407,178 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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