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COLLEGIATE CAPITAL MANAGEMENT, INC.
CRD 118205 · SEC 801-64622
214 NEW BERN PLACE, RALEIGH, NC, 27601, United States
Phone
919-838-0101
Fax
919-838-0102
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$653.0M
Discretionary AUM
$608.4M
Team
8 total employees; 4 advisory reps; 11 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $84.4M |
| High net worth individuals | 204 | $552.6M |
| Corporations/business entities | 8 | $12.5M |
States served
AZ, CA, CO, GA, LA, NE, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD