|
⚲
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| Collegiate Capital Management Inc
✚
|
|
|---|---|
| CRD # | 118205 |
| SEC # | 801-64622 |
| CIK # | |
| AUM | $653.0 M (2026-03-12) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 919-838-0101 |
| Address | 214 New Bern Place Raleigh, NC 27601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 84.4 |
| (b) Individuals (high net worth individuals) | 204 | 552.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,992 | 653.0 |
| By Discretionary | ||
| Discretionary | 1,868 | 608.4 |
| Non-Discretionary | 124 | 44.6 |
| Total | 1,992 | 653.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 652.5 | |
| Total | 1,992 | 653.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.7 |
|
PW Nova Financial Services LLC
✚
|
PA | 0.7 |
|
Eagle Wealth Strategies LLC
✚
|
NJ | 0.7 |
|
Collaborative Wealth Management Inc
✚
|
FL | 0.7 |
|
Palisade Investments LLC
✚
|
NV | 0.7 |
|
Early McClintic & McMillan LLC
✚
|
TX | 0.7 |
|
BKM Wealth Management LLC
✚
|
WI | 0.7 |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 0.7 |
|
Summit Creek Advisors LLC
✚
|
MN | 0.7 |
|
Monex Asset Management Inc
✚
|
TX | 0.7 |