FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Collegiate Capital Management, Inc.
Collegiate Capital Management, Inc. (CCM) is a seasoned SEC-registered investment adviser with over two decades of experience, specializing in providing tailored portfolio management services to university faculty and staff. Established in 1994, CCM is staffed by highly motivated professionals with diverse educational backgrounds in finance, mathematics, physical sciences, and management information systems. They excel in navigating the unique challenges and opportunities presented by university-sponsored retirement plans.
What sets CCM apart is their dedication to being a trusted financial partner. They pride themselves on their deep understanding of the intricate interplay between financial and personal factors, transparency in their operations, and the advanced reporting systems they provide to clients. CCM takes a holistic approach to portfolio management, considering not only equity and bond markets but also tax and estate planning, aligning their strategies with individual financial goals.
A key differentiator is that CCM is not influenced by any university vendor, ensuring they work exclusively in the best interests of their clients. Their track record and expertise have allowed them to extend their services to various high-net-worth clients, charitable organizations, corporations, and more.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Tax Efficiency
- Portfolio Management
- Family Legacy Planning
More about Collegiate Capital Management, Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 118205 | 4 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Collegiate Capital Management, Inc..
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Collegiate Capital Management, Inc..