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Erin Rebecca Capps

COLLEGIATE CAPITAL MANAGEMENT, INC.·RALEIGH, North Carolina
Unclaimed Profile
214 NEW BERN PLACE, RALEIGH, NC 27601CRD# 5243456Firm CRD# 118205
01

About

Erin Rebecca Capps is a registered financial advisor based in RALEIGH, North Carolina, affiliated with COLLEGIATE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLLEGIATE CAPITAL MANAGEMENT, INC.
COLLEGIATE CAPITAL MANAGEMENT, INC.
AUM
$499M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at COLLEGIATE CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5243456
Firm CRD# 118205
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erin Rebecca Capps offer?
Erin Rebecca Capps specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.
What are Erin Rebecca Capps's credentials?
Erin Rebecca Capps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Rebecca Capps located?
Erin Rebecca Capps is based in RALEIGH, North Carolina, working with COLLEGIATE CAPITAL MANAGEMENT, INC.. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Erin Rebecca Capps charge for services?
Erin Rebecca Capps's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLEGIATE CAPITAL MANAGEMENT, INC.?
COLLEGIATE CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $499M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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