# Your Capital Financial, LLC

> Your Capital Financial, LLC is a state-registered investment advisory firm in Winston Salem, NC, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 307377
- Filed as: YOUR CAPITAL FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winston Salem, NC
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307377
- AdvisorCensus page: https://advisorcensus.com/firm/your-capital-financial-llc-winston-salem-nc-307377

## Quick answers

**How is Your Capital Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Your Capital Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Your Capital Financial, LLC located?**
Your Capital Financial, LLC's principal office is in Winston Salem, NC, according to its Form ADV.

**Is Your Capital Financial, LLC registered with the SEC or a state?**
Your Capital Financial, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307377.

**How much does Your Capital Financial, LLC manage?**
Your Capital Financial, LLC reports $61,512,550 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Your Capital Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (276); high net worth individuals (56); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Your Capital Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307377

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,512,550
- Discretionary: $61,249,587
- Non-discretionary: $262,963

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 276 | $24,510,194 |
| High net worth individuals | 56 | $36,341,237 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $262,693 |
| Charitable organizations | 1 | $380,560 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $17,866 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ycfnc.com
- LinkedIn @raymond-walsh-0320b6122

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Your Capital Financial, LLC (CRD 307377): Form ADV filing data as of October 2026.