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Collegiate Capital Management, Inc.
Raleigh, North Carolina
Collegiate Capital Management, Inc. is a highly regarded investment advisory firm based out of Raleigh, NC. With over 230 individual clients and a staggering $428,105,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from four offices, strategically positioned to cater to their diverse clientele.
While Collegiate Capital Management, Inc. primarily focuses on discretionary management, they possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Their specialty lies in ...see more
Assets Under Mgmt
$428.1M
Investment Professionals
4
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Collegiate Capital Management, Inc.
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