Mikayla 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
CFP®, Series 63, Series 65
Industry experience
6 years
Mikayla Raleigh is a CFP® professional with six years of industry experience, currently affiliated with Raleigh Capital Management Inc. She has held roles at Great Point Capital, LLC and AAG Capital Inc., and serves as a registered representative offering alternative investment strategies. Raleigh is also an insurance agent with Raleigh Wealth Solutions. Raleigh Capital Management provides investment advisory and financial planning services to individuals, business owners, pension plans, and trusts, managing over 350 client relationships. The firm employs client-specific risk assessments and portfolio analysis tools to guide asset allocation and offers both discretionary management and manager-of-managers strategies.
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
Great Point Capital, LLC
2021 - Present (5 years)
AAG Capital Inc
2021 - 2021 (1 year)
Raleigh Capital Management Inc.
2019 - Present (7 years)
Raleigh Wealth Solutions
2019 - Present (7 years)
Oklahoma State University
2017 - 2019 (2 years)
Perry High School
2017 - 2019 (2 years)
National Cheerleaders Assoc.
2015 - 2019 (4 years)
NC State University
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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