CRD: 118205
Collegiate Capital Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-2001
- Office Locations
- 1
Office Locations
About Collegiate Capital Management, Inc.
Collegiate Capital Management is an independent Raleigh, NC advisory firm providing financial planning and portfolio management for higher-education professionals, high-net-worth and individual investors, charitable organizations, and corporations. Serving clients since 1994, the team emphasizes transparent portfolio design, frequent communication, and coordinated accounts, with additional support for tax efficiency and family legacy/estate planning. Custody includes Schwab and TIAA.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TONY WAYNE SIGMON DR.
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2401700
- Ownership
- 75% or more
ERIN REBECCA CAPPS
Chief Operating Officer, DIRECTOR OF COMPLIANCE
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CORY BRANDON CAPPS
Investment Advisor Representative
- CRD
- #4737732
DANIEL CARSON SIGMON
Investment Advisor Representative
- CRD
- #5492099
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $608,422,198 | $325,708 |
| Non-Discretionary | $44,566,559 | $359,408 |
| Total | $652,988,757 | $327,806 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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