Updated September 27, 2023
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Collegiate Capital Management, Inc.

Investment Advisor Firm
Total assets under management$428M
Years in business30+

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.

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Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Tax Efficiency
  3. Portfolio Management
  4. Family Legacy Planning

More about Collegiate Capital Management, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1182054

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