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| Raleigh Capital Management Inc
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|---|---|
| CRD # | 149538 |
| SEC # | 801-121781 |
| CIK # | 0001889677, 0001911726 |
| AUM | 397.8 M (2026-06-16) |
| Employees | 20 (60% Investors, 30% Brokers) |
| Phone | 919-852-1215 |
| Address | 117 Edinburgh South Drive Cary, NC 27511 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.7 | ||
| Global MOFY Metaverse Ltd | 6.3 | ||
| Apple Inc | 5.7 | ||
| Alphabet Inc | 5.1 | ||
| Microsoft Corp | 4.8 | ||
| Total Sa | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| Chevron Corp | 3.4 | ||
| AbbVie Inc | 3.3 | ||
| SPDR Gold Trust | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 145.9 |
| (b) Individuals (high net worth individuals) | 123 | 244.0 |
| (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 | 27 | 7.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,293 | 397.8 |
| By Discretionary | ||
| Discretionary | 2,293 | 397.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,293 | 397.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 397.6 | |
| Total | 2,293 | 397.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001889677] | |
| 13F-HR | [0001911726] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Webb Advisors Incorporated
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|
MN | 397.2 M |
|
Beacon Financial Planning Inc
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MA | 397.1 M |
|
Howard Wealth Management LLC
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397.0 M | |
|
Fortune Wealth Management LLC
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TX | 396.3 M |
|
West Ridge Advisors LLC
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NV | 396.0 M |
|
ECIO Inc
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WI | 395.6 M |
|
MOR Wealth Management LLC
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PA | 395.6 M |
|
Clarion Wealth Management Partners LLC
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|
VA | 394.8 M |
|
Abich Financial Wealth Management LLC
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|
VA | 394.7 M |
|
Familywealth Advisers LLC
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|
FL | 394.6 M |