About Collegiate Capital

About Collegiate Capital

Collegiate Capital Management, Inc. has been  providing managed financial services for high net worth and individual investors, professionals in higher education, charitable organizations, and corporations since 1994. We design and maintain your portfolio with full transparency and frequent communication using our years of expertise. When you work with us, we’ll provide personalized service, cohesively combining your accounts and identifying the strongest opportunities for your wants and needs.



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  1. Experience and Expertise

    Our years in the financial industry and specialized experience with higher education allow us to give our clients unique insight towards financial success.

  2. Services and Resources

    From investment management to retirement and financial planning, we’re equipped to provide guidance on all aspects of your financial portfolio.

  3. Independent and Transparent

    We aren’t affiliated with any third-party vendors, so our guidance and decisions will be based on one thing only: your best interests.

Let’s Start a Conversation

Some things can benefit from experience.  .  . like preparing for your financial future.

Fill in our contact form (we’ll respond quickly) or simply call Jennifer at 919.838.0101×6 to connect.

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