Sharpvue Capital

Sharpvue Capital (CRD# 281133) is a financial advisory firm headquartered in Raleigh, NC. They manage $139,279,091 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $139,279,091
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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 - 3 of 3 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 24 years of experience in the finance industry.

2
Geremy E. Connor
CRD#: 5876088
700 Spring Forest Road, Suite 105, Raleigh, NC 27609
89
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.

3
Lee H. Roberts
CRD#: 2897158
700 Spring Forest Road, Suite 105, Raleigh, NC 27609
87
Wealthminder
score

Lee Roberts (CRD# 2897158) is an Investment Advisor Representative working at Sharpvue Capital in Raleigh, NC and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.