Raleigh Capital Management Inc.

Raleigh Capital Management Inc. (CRD# 149538) is a financial advisory firm headquartered in Cary, NC. They manage $262,799,059 in 1,406 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1400 Crescent Green Drive, Suite 100, Cary, NC 27518
https://www.facebook.com/raleighwealthsolutions/
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    1,406
    ACCOUNTS
  • Average Account Value
    $186,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MO, NC, SC, TX, VA, WA

Financial Advisors at Raleigh Capital Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James Groves, financial advisor Cary NC
James L. Groves
CRD#: 1657245
1400 Crescent Green Drive, Suite 100, Cary, NC 27518

James Groves (CRD# 1657245) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has over 31 years of experience in the finance industry.

2
Joseph McLeod, financial advisor Cary NC
Joseph R. McLeod
CRD#: 6405239
1400 Crescent Green Drive, Suite 100, Cary, NC 27518

Joseph McLeod (CRD# 6405239) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has over 9 years of experience in the finance industry.

3
Brian Raleigh, financial advisor Cary NC
Brian R. Raleigh
CRD#: 2870307
1400 Crescent Green Drive, Suite 100, Cary, NC 27518

Brian Raleigh (CRD# 2870307) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has over 26 years of experience in the finance industry.

4
Jeremy Baltz, financial advisor Cary NC
Jeremy M. Baltz
CRD#: 7346866
1400 Crescent Green Drive, Suite 100, Cary, NC 27518

Jeremy Baltz (CRD# 7346866) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has over 4 years of experience in the finance industry.

5
Mikayla Raleigh, financial advisor Cary NC
Mikayla E. Raleigh
CRD#: 7181755
1400 Crescent Green Drive, Suite 100, Cary, NC 27518

Mikayla Raleigh (CRD# 7181755) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has over 4 years of experience in the finance industry.

6
Anna Saele, financial advisor Cary NC
Anna G. Saele
CRD#: 7790901
1400 Crescent Green Drive, Suite 100, Cary, NC 27518

Anna Saele (CRD# 7790901) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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