Your Capital Financial, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 307377
· Winston Salem, NC
· www.ycfnc.com
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ADV data as of Feb 10, 2026
- Regulatory AUM
- $61.5M
- Discretionary
- $61.2M
- Clients
- 339
- Avg AUM / client
- $181K
- Accounts
- 339
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 276 | $24.5M | 39.8% |
| High net worth individuals | 56 | $36.3M | 59.1% |
| Pension and profit sharing plans | 5 | $263K | 0.43% |
| Charitable organizations | 1 | $381K | 0.62% |
| Corporations and other businesses | 1 | $17.9K | 0.03% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Joseph Walsh | Registered representative | Mar 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗