Overview
Assets Under Management: $499 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 193
Average Client Assets: $3 million
Frequently Asked Questions
COLLEGIATE CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118205), COLLEGIATE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
COLLEGIATE CAPITAL MANAGEMENT, INC. is headquartered in RALEIGH, NC.
COLLEGIATE CAPITAL MANAGEMENT, INC. serves 193 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, COLLEGIATE CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COLLEGIATE CAPITAL MANAGEMENT, INC. manages $499 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, COLLEGIATE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,815
Discretionary Accounts: 1,670
Non-Discretionary Accounts: 145
Regulatory Filings
CRD Number: 118205
Last Filing Date: 2024-03-21 00:00:00
Website: https://collegiatecapital.com