CRD: 118205
Collegiate Capital Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 12, 2026, reported AUM increased 12.1%, from $582.3M to $653.0M.
Across 5 reported observations, AUM increased 30.8% between November 23, 2022 and March 12, 2026, from $499.1M to $653.0M.
Of the latest reported AUM, 93.2% is discretionary and 6.8% is non-discretionary.
The firm reports 4 advisory representatives and 457 clients, or 114.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Unlock allContacts
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
SMA allocation detail is available
Collegiate Capital Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.