Olde Raleigh Financial Group
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 342848
- Registered since
- July 2, 2026
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.6%
- Individuals14.76%
- Corporations / Businesses9.22%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olde Raleigh Financial Group is an independent registered investment adviser that provides fee-based wealth management focused on individuals, families and small-business clients. The firm is SEC-registered, having registered with the SEC in 2026, and charges advisory fees as a percentage of assets under management. Core advisory services listed on the ADV are financial planning and portfolio management for individuals and small businesses. The firm does not identify itself as an ESG investor, is not a capital allocator, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 3110 Edwards Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Capital Advisers, Inc.
RIARaleigh, NC
Collegiate Capital Management, Inc.
RIARaleigh, NC
Tradewinds, LLC
RIARaleigh, NC
Physicians Financial Services, Inc.
RIARaleigh, NC
Townsend Asset Management Corp.
RIARaleigh, NC
Sharpvue Capital, LLC
RIARaleigh, NC