Y
$61.5M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
2 Employees
678 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2020
- Office Locations
- 2
Office Locations
1485 Rymco Drive Winston Salem NC
163 Stratford Ct. Ste. 140 Winston Salem NC
About Your Capital Financial, LLC
Your Capital Financial is a fee-only, fiduciary RIA in Winston-Salem, NC focused on low-cost advice with no commissions and no account minimums. The firm provides financial planning, tax and estate planning, and portfolio construction for individuals including entrepreneurs, with an ETF-centric investment approach and custody options such as Charles Schwab.
Team overview
32 AVG AGE
$61.5M AVG AUM / ADVISOR
$90.7K AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RAYMOND JOSEPH WALSH
Financial Advisor, General Partner, President
- CRD
- #6387111
- Ownership
- 50% but less than 75%
Available
Available
Available
R
REBECCA MEGHAN WALSH
President, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,249,587 | -- |
| Non-Discretionary | $262,963 | -- |
| Total | $61,512,550 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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