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Collegiate Capital Management, Inc.

● SEC registered since 2005CRD 118205SEC# 801-64622Raleigh, NC
Export (members)
Reg. AUM
$582.3M
Employees
8
Accounts
1,995
Location
Raleigh, NC

Collegiate Capital Management, Inc. assets under management

Collegiate Capital Management, Inc. is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2005. It reports $582.3 million in regulatory assets under management and employs 8 people.
www.facebook.com/collegiatecapitalmanagementView on SEC.gov ↗

Collegiate Capital Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Erin Rebecca Capps ControlChief Operating Officer And Director Of ComplianceUnder 5%2018
Tony Wayne Sigmon ControlPresident,chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does Collegiate Capital Management, Inc. manage?

Collegiate Capital Management, Inc. reports $582.3 million in regulatory assets under management on its Form ADV.

How many employees does Collegiate Capital Management, Inc. have?

Collegiate Capital Management, Inc. reports 8 employees.

Where is Collegiate Capital Management, Inc. located?

Collegiate Capital Management, Inc. is based in Raleigh, NC and has been SEC-registered since 2005.

Does Collegiate Capital Management, Inc. disclose fund performance?

Collegiate Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address214 New Bern Place, Raleigh, NC 27601
Phone919-838-0101
Fax919-838-0102
Office hours8:30a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$539.7M
Non-discretionary$42.7M
Total (RAUM)$582.3M