STONE LEGACY CAPITAL LLC

STONE LEGACY CAPITAL LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 334218). Regulatory assets under management: $12.4M.

Registration

• CRD: 334218
• Type: Registered investment adviser
• Location: 8341 BANDFORD WAY, RALEIGH, NC, 27615
• Phone: (919) 341-6462
• Latest filing: 2026-01-14
• Regulatory AUM: $12.4M
• Discretionary AUM: $12.4M
• Clients: 2
• Accounts: 73

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search