Collegiate Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 12, 2026, reports $653M in regulatory assets under management, 8 employees, and 1,992 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
234
2
HNWI
45.7%
204
3
Corporations
1.8%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$653Mas of March 12, 2026
Discretionary93.2%
$608M
93% of total RAUM93.2%
Non-discretionary6.8%
$45M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$653M
Total Accounts1,992
10Y AUM Change+$383M (+141.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee56:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.