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| Happy Holidays!! thanks for using AUM13F!! |
| Raleigh Capital Management Inc
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| CRD # | 149538 |
| SEC # | 801-121781 |
| CIK # | 0001889677, 0001911726 |
| AUM | $320.6 M (2025-05-14) |
| Employees | 20 (55% Investors, 25% Brokers) |
| Phone | 919-852-1215 |
| Address | 117 Edinburgh South Drive Cary, NC 27511 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.3 | ||
| Nvidia Corp | 5.0 | ||
| Global MOFY Metaverse Ltd | 3.8 | ||
| Apple Inc | 3.7 | ||
| SPDR Gold Trust | 3.2 | ||
| AbbVie Inc | 3.1 | ||
| Amazon Com Inc | 2.8 | ||
| Alphabet Inc | 2.8 | ||
| Exxon Mobil Corp | 2.7 | ||
| Facebook Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 109.4 |
| (b) Individuals (high net worth individuals) | 89 | 184.6 |
| (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 | 45 | 22.3 |
| (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 | 9 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,628 | 320.6 |
| By Discretionary | ||
| Discretionary | 1,628 | 320.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,628 | 320.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 320.5 | |
| Total | 1,628 | 320.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001889677] | |
| 13F-HR | [0001911726] |
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