RALEIGH CAPITAL MANAGEMENT INC.

1400 Crescent Green Drive
Suite 100
Cary, North Carolina 27518
Tel: 919-852-1215

About RALEIGH CAPITAL MANAGEMENT INC.

RALEIGH CAPITAL MANAGEMENT INC, formally registered with the SEC as RALEIGH CAPITAL MANAGEMENT INC. The firm was established in 07/16/2021. They have over 1 offices throughout the country.

RALEIGH CAPITAL MANAGEMENT INC. is a Cary, North Carolina based Financial Planning firm with nearly $262,799,059 assets under management, offering retirement planning & investment advisory services to 1406 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149538
SEC#	801-121781
Assets Managed by Firm	$262,799,059
No. of Clients	1406
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Other (SELECTION OF OTHER ADVISORS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1406	$262,799,059
Individuals (other than high net worth individuals)	289	$148,535,972
High net worth individuals	49	$95,780,248
Pension and profit sharing plans	36	$15,845,917
Corporations or other businesses	11	$2,636,922

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