Collegiate Capital Management Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Collegiate Capital Management, federally registered in 2005, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 4 advisors. Collegiate Capital Management manages $298.2 million and provides investment advisory services for 294 clients (1:74 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,014,127
Hybrid Advisor No
Disciplinary History No
Total AUM $298.2 million
Advisor / Client Ratio 1:74
Headquarters 214 New Bern Place Raleigh, NC 27601
SEC Filings Forms and Brochures    (CRD # 118205)
State(s) Registered AZ, GA, KY, NE, NY, NC, SC, TX, VA, WA

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