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Brian Richard Raleigh

RALEIGH CAPITAL MANAGEMENT INC.·CARY, North Carolina
Clean recordRALEIGH CAPITAL MANAGEMENT INC.
1400 CRESCENT GREEN DRIVE, CARY, NC 27518CRD# 2870307Firm CRD# 149538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Richard Raleigh · CARY, NC
Registration
CRD #2870307 · RALEIGH CAPITAL MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Richard Raleigh is a registered financial advisor based in CARY, North Carolina, affiliated with RALEIGH CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
RALEIGH CAPITAL MANAGEMENT INC.
RALEIGH CAPITAL MANAGEMENT INC.
AUM
$263M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at RALEIGH CAPITAL MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Other: SELECTION OF OTHER ADVISORS
Regulatory
SEC/IARD CRD# 2870307
Firm CRD# 149538
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Richard Raleigh offer?
Brian Richard Raleigh specializes in Financial Planning, Investment Management. Contact their office in CARY, North Carolina for a consultation.
What are Brian Richard Raleigh's credentials?
Brian Richard Raleigh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Richard Raleigh located?
Brian Richard Raleigh is based in CARY, North Carolina, working with RALEIGH CAPITAL MANAGEMENT INC.. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Brian Richard Raleigh charge for services?
Brian Richard Raleigh's firm is compensated through percentage of aum, subscription fees, other: selection of other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RALEIGH CAPITAL MANAGEMENT INC.?
RALEIGH CAPITAL MANAGEMENT INC. has approximately 16 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CORNELIUS (23)MATTHEWS (19)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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