Sharpvue Capital

Sharpvue Capital (CRD# 281133) is a financial advisory firm headquartered in Raleigh, NC. They manage $211,206,022 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $7,822,445
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Sharpvue Capital
Showing 1 - 5 of 5 top financial advisors.
1
Matthew H. Mongia
CRD#: 2346888
700 Spring Forest Road, Suite 105, Raleigh, NC 27609
93
Wealthminder
score

Matthew Mongia (CRD# 2346888) is an Investment Advisor Representative working at Sharpvue Capital in Raleigh, NC and has over 25 years of experience in the finance industry.

2
Cameron J. Rosenow
CRD#: 5555129
700 Spring Forest Road, Suite 105, Raleigh, NC 27609
93
Wealthminder
score

Cameron Rosenow (CRD# 5555129) is an Investment Advisor Representative working at Sharpvue Capital in Raleigh, NC and has over 8 years of experience in the finance industry.

3
Geremy E. Connor
CRD#: 5876088
700 Spring Forest Road, Suite 105, Raleigh, NC 27609
90
Wealthminder
score

Geremy Connor (CRD# 5876088) is an Investment Advisor Representative working at Sharpvue Capital in Raleigh, NC and has over 4 years of experience in the finance industry.

4
Duncan M. Gibson
CRD#: 6594345
700 Spring Forest Road, Suite 105, Raleigh, NC 27609
88
Wealthminder
score

Duncan Gibson (CRD# 6594345) is an Investment Advisor Representative working at Sharpvue Capital in Raleigh, NC and has over 2 years of experience in the finance industry.

5
Lee H. Roberts
CRD#: 2897158
700 Spring Forest Road, Suite 105, Raleigh, NC 27609
88
Wealthminder
score

Lee Roberts (CRD# 2897158) is an Investment Advisor Representative working at Sharpvue Capital in Raleigh, NC and has over 2 years of experience in the finance industry.

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