Stone Legacy Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fees for financial planning: Silver Tier $1,000/year; Gold Tier $3,600/year; Platinum Tier $9,600/year
$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
Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents.
Financial planning services hourly rate is $500 per hour
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
8341 Bandford Way, Ste. 007
Raleigh NC 27615
Advisors at this office
3
Most active in
North Carolina · Texas · Virginia
Also doing business as
Stone Legacy Capital LLC · Top Rank Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Hannah C
Series 66
Raleigh, NC
Stone Legacy Capital LLC
Hannah Canipe is a financial advisor at Stone Legacy Capital LLC in Raleigh, NC, with three years of industry experience and a Series 66 designation. Prior to joining Stone Legacy Capital, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Stone Legacy Capital LLC serves individual and high-net-worth clients with discretionary asset management, tiered financial planning, and consultation services, utilizing a mix of fundamental, technical, charting, and cyclical analysis tailored to client goals and risk tolerance.
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.
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.
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