Raleigh Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cary, NC. Its latest Form ADV filing, dated February 20, 2026, reports $398M in regulatory assets under management, 20 employees, and 2,293 accounts.
Assets Under Management
$398M
Employees
20
Offices
--
Total Clients
470
Primary office
CARY, NC
117 EDINBURGH SOUTH DRIVE, SUITE 110, CARY, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.1% of total clients.
Top client categories% of clientsClients
1
Individuals
68.1%
320
2
HNWI
26.2%
123
3
Pension Plans
5.7%
27
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$398Mas of February 20, 2026
Discretionary100.0%
$398M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$398M
Total Accounts2,293
10Y AUM Change+$280M (+237.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee24:1
10Y Employee Change+12 (+150.0%)
* 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.