RIA Intel›Advisers›North Carolina›COLLEGIATE CAPITAL MANAGEMENT, INC.

COLLEGIATE CAPITAL MANAGEMENT, INC.

Advisory

N·RALEIGH, NC

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$653M
1-Year AUM Growth
+16.5%
3-Year CAGR
+4.3%
Employees
4
Assets Under Management
Total AUM$653M
Discretionary AUM$608M
Non-Discretionary AUM$45M
Discretionary %93.2%
Total Clients416
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingAug 10, 2005
Latest FilingMar 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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