CRD: 149538
Raleigh Capital Management Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2012
- Office Locations
- 1
Office Locations
About Raleigh Capital Management Inc.
Raleigh Wealth Solutions (Raleigh Capital Management) is a Cary, NC RIA providing financial planning and portfolio management with a strong emphasis on retirement-focused tax planning (Roth conversions, capital gains strategies). Serves individuals and families, including retirees and business owners. Portfolios commonly use ETFs and public funds. Offers a complimentary “second opinion” process and maintains local media presence via a recurring radio show, alongside community charitable support.
Team overview
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CRM
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Investment Vehicles
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Owner & Executives
BRIAN RICHARD RALEIGH
Chief Compliance Officer, Chief Executive Officer, President, Wealth Advisor
- CRD
- #2870307
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeremy Michael Baltz
Director
- CRD
- #7346866
NICHOLAS J BEGLANE
Paraplanner Investment Advisor Representative
- CRD
- #7328997
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,774,895 | $173,474 |
| Non-Discretionary | $0 | -- |
| Total | $397,774,895 | $173,474 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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