Brian Raleigh
Advisor at Raleigh Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Raleigh Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cary, NC 27511
Credentials
Series 63, Series 65
Industry experience
13 years
Brian Raleigh is a financial advisor with Raleigh Capital Management Inc. in Cary, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Raleigh Capital Management Inc. and Raleigh Wealth Solutions Inc. since 2015. Outside of his advisory roles, he is involved in educating financial advisors through Raleigh Tax Solutions LLC and participates in solar energy ventures and commercial real estate ownership. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, trusts, and other entities. The firm employs client-specific risk assessments and portfolio analysis tools to develop tailored investment strategies, offering discretionary portfolio management and access to third-party money managers, with approximately $320.6 million in discretionary assets under management.
Based on Raleigh Capital Management Inc.
Financial planning fixed fee typically $995; may vary for complex plans
Commission-based brokerage services available through dually registered persons with Great Point Capital, LLC (not RCM directly)
Account minimum: $250,000 Minimum fee: Fixed fees for financial plans typically $995, may be higher for complex plans Fee-only: Fixed fees for financial planning services; advisory fees negotiated for investment management
117 Edinburgh South Drive, Suite 110
Cary, NC 27511
North Carolina
Raleigh Capital Management Inc.
2015 - Present (11 years)
Raleigh Wealth Solutions Inc.
2015 - Present (11 years)
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