Raleigh Capital Management Inc.

Overview

Raleigh Capital Management Inc. is a financial advisory firm based in Cary, North Carolina, offering investment management and financial planning services. The firm provides a range of services, including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. It serves various client types, including retail investors, high net worth individuals, pension plans, and corporations, with retail investors being the largest client type by accounts. The firm has assets under management totaling approximately $320.6 million across 1,628 accounts, all of which are discretionary. The fee structure includes asset-based, fixed, and other fees. The firm is registered in multiple states, including North Carolina, Pennsylvania, South Carolina, Vermont, Virginia, Washington, and Wisconsin.