COLLEGIATE CAPITAL MANAGEMENT, INC.

214 New Bern Place
Raleigh, North Carolina 27601
Tel: 919-838-0101

About COLLEGIATE CAPITAL MANAGEMENT, INC.

COLLEGIATE CAPITAL MANAGEMENT, INC, formally registered with the SEC as COLLEGIATE CAPITAL MANAGEMENT, INC. The firm was established in 09/01/2005. They have over 4 offices throughout the country.

COLLEGIATE CAPITAL MANAGEMENT, INC. is a Raleigh, North Carolina based Financial Planning firm with nearly $498,608,010 assets under management, offering retirement planning & investment advisory services to 1815 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118205
SEC#	801-64622
Assets Managed by Firm	$498,608,010
No. of Clients	1815
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1815	$498,608,010
Individuals (other than high net worth individuals)	206	$79,755,034
High net worth individuals	170	$404,242,995
Pension and profit sharing plans	Fewer than 5 clients	$3,488,889
Corporations or other businesses	13	$11,121,092

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