A complete list of active advisors currently associated with Raleigh Capital Management Inc.
Warmer can help you find a great advisor at Raleigh Capital Management Inc. or one who fits your needs even better.
Raleigh Capital Management serves individuals (including high‑net‑worth clients), business entities, trusts, and retirement plans, providing financial planning, discretionary investment management, and referrals to outside money managers. The firm reports approximately $398 million in discretionary assets under management and also has an affiliated insurance agency through which its representatives may offer commissionable insurance products. RCM typically acts as a manager‑of‑managers, using third‑party platforms such as AE Wealth Management and Verity Asset Management to select sub‑advisers and model portfolios while retaining ongoing monitoring and the authority to reallocate among managers. The firm uses tools such as Morningstar and client risk questionnaires and employs a range of strategies (strategic and tactical asset allocation, options, and both short‑ and long‑term holdings) with routine annual portfolio reviews. Notable disclosures in the brochure highlight the firm’s emphasis on educational outreach and marketing, including firm‑sponsored events and promotional radio advertising (the firm may waive planning fees for respondents), advertisements that include client interviews, and paid promoter arrangements. The brochure also discloses cash marketing allowances from certain model managers and that some associated persons are dually registered with a broker‑dealer, and it describes the principal’s substantial time devoted to selling insurance products through the affiliated agency — all identified as potential conflicts of interest in the firm’s disclosures.
To learn more about the advisors currently working at Raleigh Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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