Raymond Walsh
Your Capital Financial · Winston Salem, North Carolina
Raymond Walsh is a fee-only financial advisor at Your Capital Financial in Winston Salem, North Carolina. Your Capital Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Your Capital Financial |
|---|---|
| Based in | Winston Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $61.5M across 339 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6387111 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ycfnc.com |
| Profile |
How Raymond's firm compares
- Your Capital Financial's average account is about $181,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Raymond
Is Raymond Walsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Your Capital Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, Your Capital Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Raymond charge?
According to Your Capital Financial's website, checked October 30, 2026: no asset minimum.
Where is Raymond Walsh based?
Raymond Walsh is based in Winston Salem, North Carolina.
Is Raymond Walsh registered with the SEC?
Yes. Raymond Walsh is registered as an investment adviser representative in NC (CRD 6387111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Your Capital Financial manage?
Your Capital Financial reports $61.5M across 339 accounts in assets under management.
How do I contact Raymond Walsh?
Through Raymond's website, www.ycfnc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Your Capital Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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