Raleigh Capital Management Inc.

RIASEC Registered

Total AUM

$398M

Discretionary

$398M

100% of AUM

Avg account

$173K

Accounts

2,293

Employees

Advisory reps

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

FINTRX

Overview

Raleigh Capital Management Inc. is an independent, individually owned registered investment adviser that began its SEC registration in 2021. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that combines portfolio management and financial planning with the selection of external managers. Its fee model includes percentage-of-AUM charges, fixed fees and other fee arrangements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm is not identified as an active ESG investor and notes an industry affiliation with an insurance company.