Raleigh Capital Management Inc.
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
FINTRXOverview
Raleigh Capital Management Inc. is an independent, SEC-registered registered investment adviser (since 2021) organized as a corporation with individual ownership. The firm serves both individual/family and institutional clients and operates as a capital allocator that hires third‑party managers. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Fee arrangements include percentage‑of‑AUM billing, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. It lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents8%
- Private Funds3%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2
Brent Godwin
Client Services CoordinatorCRD 7769563
Josiah Frost
Client Services CoordinatorCRD 7684278
Contacts
3 of 11
Jack Raleigh
Wealth ManagerCRD 7012077
Mikayla Raleigh
Wealth AdvisorCRD 7181755
Brian Raleigh
President & FounderCRD 2870307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 251Active vs passive
$212M in ETFs
63%
$134M
28%
$78.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.4M | 21,983 | 7.74% |
Location
Cary, NC
Wake
Location
Cary, NC
Headquartered in Cary, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 117 Edinburgh South Dr
- Time zone
- ET (UTC-5)
- Office locations
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