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| Keyboard |
| Collegiate Capital Management Inc
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|---|---|
| CRD # | 118205 |
| SEC # | 801-64622 |
| CIK # | |
| AUM | 653.0 M (2026-03-12) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 11 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 654.4 M |
|
PW Nova Financial Services LLC
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Collaborative Wealth Management Inc
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Palisade Investments LLC
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NV | 652.7 M |
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Early McClintic & McMillan LLC
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BKM Wealth Management LLC
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WI | 651.8 M |
|
Advanced Asset Management Advisors Inc
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OH | 651.3 M |
|
Summit Creek Advisors LLC
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MN | 650.9 M |
|
Monex Asset Management Inc
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TX | 650.9 M |