Olde Raleigh Financial Group

Overview

Olde Raleigh Financial Group is organized as a corporation and is registered as an SEC investment adviser in 2026. The firm describes itself as a newly formed adviser focused on financial planning and portfolio management for individuals and small businesses. Its stated fee model is an asset-based (percentage of AUM) structure. The snapshot indicates a narrow advisory mandate rather than broader capital-allocation activities: Olde Raleigh is not identified as a capital allocator, is not active on ESG investing, is not a multi-state adviser, and does not list pension consulting or related-adviser affiliations. The firm's classification is recorded as unclassified.

Assets & Accounts