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Insights

Niche client base Specializes in portfolio management for university faculty and staff, presenting a focused buyer profile for institutional wealth management solutions and retirement planning services.

Compliance credibility SEC-registered investment adviser with transparent reporting and conflict-free positioning, which can be leveraged to cross-sell fiduciary and advisory services to similar K-12 and higher education institutions seeking trusted partners.

Technology stack Uses a modern tech stack including AWS, The Trade Desk, iCIMS, WordPress, Shopify, and analytics tooling, offering potential for upsell of data analytics, client portals, marketing automation, and scalable onboarding solutions.

Growth potential Revenue in the lower mid-market range and a lean team suggests opportunities for scalable service enhancements, expanded reporting capabilities, and additional fee-based advisory offerings to broaden wallet share.

Independent positioning Non-affiliated with universities or vendors, signaling a unbiased advisory stance that can be marketed to other independent or affiliated educational institutions seeking objective portfolio management and comprehensive financial planning.

Similar companies to Collegiate Capital Management, Inc.

Collegiate Capital Management, Inc. Tech Stack

Collegiate Capital Management, Inc. uses 8 technology products and services including The Trade Desk, iCIMS, Amazon Web Services, and more. Explore Collegiate Capital Management, Inc.'s tech stack below.

Collegiate Capital Management, Inc.'s Email Address Formats

Collegiate Capital Management, Inc. uses at least 2 email formats:
Collegiate Capital Management, Inc. Email FormatsExamplePercentage
FLast@collegiatecapital.comJDoe@collegiatecapital.com
88%
First.Last@collegiatecapital.comJohn.Doe@collegiatecapital.com
12%

Frequently Asked Questions

What is Collegiate Capital Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Collegiate Capital Management, Inc.'s main corporate office by phone at
+1-919-838-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Collegiate Capital Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCollegiate Capital Management, Inc.'s official website is collegiatecapital.com and has social profiles on LinkedIn.

How much revenue does Collegiate Capital Management, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Collegiate Capital Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Collegiate Capital Management, Inc.'s NAICS code?

Minus sign iconPlus sign iconCollegiate Capital Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Collegiate Capital Management, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Collegiate Capital Management, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Chief Operating Officer And Director Of Compliance: D. J., President And Chief Compliance Officer: K. S. and Vice President, Financial Planning: D. S. Explore Collegiate Capital Management, Inc.'s employee directory with LeadIQ.

What industry does Collegiate Capital Management, Inc. belong to?

Minus sign iconPlus sign iconCollegiate Capital Management, Inc. operates in the Financial Services industry.

What technology does Collegiate Capital Management, Inc. use?

Minus sign iconPlus sign iconCollegiate Capital Management, Inc.'s tech stack includes The Trade Desk, iCIMS, Amazon Web Services, WordPress, Shopify, WooCommerce, WP Engine and Piwik PRO Core.

What is Collegiate Capital Management, Inc.'s email format?

Minus sign iconPlus sign iconCollegiate Capital Management, Inc.'s email format typically follows the pattern of FLast@collegiatecapital.com. Find more Collegiate Capital Management, Inc. email formats with LeadIQ.

When was Collegiate Capital Management, Inc. founded?

Minus sign iconPlus sign iconCollegiate Capital Management, Inc. was founded in 1994.
Collegiate Capital Management, Inc. logo

Collegiate Capital Management, Inc.

Financial ServicesNorth Carolina, United States2-10 Employees

Collegiate Capital Management, Inc. is registered with the U.S. Securities and Exchange Commission to offer investment advisory services in the financial sector. The firm provides portfolio management tailored for university faculty and staff. Its approach reflects an awareness of the rules and opportunities tied to university-sponsored retirement plans.

Headquartered in Raleigh, North Carolina, the firm was founded in 1994 and operates with a small team. It emphasizes independent guidance—not compensated by university vendors—and provides transparent reporting to clients.

Section iconCompany Overview

Phone number
+1-919-838-****
Website
collegiatecapital.com
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Collegiate Capital Management, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Chief Operating Officer And Director Of Compliance at Collegiate Capital Management, Inc.
    D. J.
    Chief Operating Officer And Director Of Compliance
    Mobile Phone
  • President And Chief Compliance Officer at Collegiate Capital Management, Inc.
    K. S.
    President And Chief Compliance Officer
    Mobile Phone
  • Vice President, Financial Planning at Collegiate Capital Management, Inc.
    D. S.
    Vice President, Financial Planning
    Mobile Phone
  • Vice President, Investment Management at Collegiate Capital Management, Inc.
    C. C.
    Vice President, Investment Management
    Mobile Phone
  • Director Of Operations at Collegiate Capital Management, Inc.
    J. B.
    Director Of Operations
    Mobile Phone

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