Stone Legacy Capital LLC

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Client assets under management

$12,407,178

Clients

3% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$169,961

About

Stone Legacy Capital LLC is a small advisory firm serving individual and high-net-worth clients, managing about $12.4 million across roughly 73 accounts. The firm offers discretionary asset management, tiered financial planning (Silver, Gold, Platinum) and consultation services, and may implement model portfolios through Altruist’s Model Marketplace.

The firm builds client-specific investment programs based on stated goals, time horizons and risk tolerance and deploys a mix of fundamental, technical, charting and cyclical analysis across long- and short-term strategies. Accounts are reviewed at least quarterly with attention to rebalancing and opportunities such as tax-loss harvesting, and the firm maintains discretionary trading authority under its advisory agreements.

Distinctive aspects include affiliated insurance, tax-preparation and estate-planning businesses operated by the firm’s principal, who spends a significant portion of time on those activities and may receive commissions for insurance sales—conflicts the brochure discloses and describes how the firm manages. The firm also discloses an institutional relationship with Altruist that provides technology and other support tied to platform asset levels, and the principal holds professional credentials (ChFEBC and CFWP) noted in the brochure.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Tax strategies for small businesses Wealth management

Fee options

Fixed

Fixed fees for financial planning: Silver Tier $1,000/year; Gold Tier $3,600/year; Platinum Tier $9,600/year

Percentage

$0 - $500,000: 1.75% annually $500,000.01 - $1,000,000: 1.15% annually $1,000,000.01 - $2,000,000: 0.80% annually $2,000,000.01 - $3,000,000: 0.70% annually $3,000,000.01 - $4,000,000: 0.60% annually $4,000,000.01+: 0.50% annually

Commissions

Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents.

Project-based

Financial planning services hourly rate is $500 per hour

Other

Account minimum: $25,000 Fee-only: Fixed fees for financial planning: Silver Tier $1,000/year; Gold Tier $3,600/year; Platinum Tier $9,600/year; Hourly fee $500/hour

Main office location

Stone Legacy Capital LLC

8341 Bandford Way, Ste. 007

Raleigh NC 27615, United States

Number of offices

Most active in

North Carolina · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (919) 341-6462

Advisors at this firm

Bryant S

Series 63, Series 65

Raleigh, NC

Stone Legacy Capital LLC

Bryant Stone is the sole advisor at Stone Legacy Capital LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has held roles at multiple firms including Top Rank Wealth Management, LLC and currently is involved with Stone Legacy Insurance, LLC and estate planning services through Legacy Lock and Estate Guru. Stone also owns and operates an insurance and tax preparation business. Stone Legacy Capital LLC provides discretionary investment management and tailored financial planning to individual and high-net-worth clients. The firm manages approximately $4.9 million in client assets and utilizes model portfolios through Altruist LLC, offering financial planning in three tiers with access to advanced planning software.

General retirement planning Income planning Tax strategies for small businesses Wealth management

Benjamin S

Series 66

Raleigh, NC

Stone Legacy Capital LLC

Benjamin Scarbrough is a financial advisor at Stone Legacy Capital LLC in Raleigh, NC. He holds a Series 66 designation and has been working in the industry since 2024, with prior experience at Equitable Advisors, LLC and George Pickett & Associates. He spent ten years as a full-time student before beginning his advisory career. Stone Legacy Capital LLC is an independent firm providing discretionary investment management and tailored financial planning to individual and high-net-worth clients. The firm operates as a solo practice, managing approximately $4.9 million in client assets, and offers financial planning in three tiers alongside investment management using various analytical methods.

General retirement planning Income planning Tax strategies for small businesses Wealth management

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