RALEIGH CAPITAL MANAGEMENT INC.
Firm details
- Headquarters
- CARY, North Carolina
- CRD number
- 149538
- Registered since
- July 16, 2021
- Website
- raleighwealthsolutions.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI61.35%
- Individuals36.67%
- Pension & Profit Sharing Plans1.97%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Raleigh Capital Management Inc. is an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. The firm is identified as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and educational seminars or workshops. Fee arrangements reported include percentage-of-assets, fixed fees and other fee types. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. It also has an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents8%
- Private Funds3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1Brent Godwin
Client Services CoordinatorCRD 7769563
Contacts
3 of 12Jack Raleigh
Wealth ManagerCRD 7012077
Mikayla Raleigh
Wealth AdvisorCRD 7181755
BRIAN RALEIGH
President & FounderCRD 2870307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$195M in ETFs
62%
$121M
29%
$74.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) FIXED INCOME SECTOR ROTATION ETF (FISR) | State Street | Active | Intermediate Core Plus Bond | $13.3M | 519,004 | 6.83% |
Location
CARY, NC
WAKE
Location
CARY, NC
Headquartered in CARY, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 117 Edinburgh South Dr
- Time zone
- ET (UTC-5)
- Office locations
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