COLLEGIATE CAPITAL MANAGEMENT, INC.
CRD #118205 SEC #801-64622 RALEIGH, NC 919-838-0101
SEC Registered
Total AUM
$582.3M
Discretionary
$539.7M
Employees
8
Clients
251
Accounts
1,995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $582.3M | $539.7M | $42.7M | 8 | 9 |
| Mar 2024 | $498.6M | $456.2M | $42.4M | 8 | 5 |
| Sep 2023 | $428.1M | $386.9M | $41.2M | 8 | 9 |
| Jul 2023 | $428.1M | $386.9M | $41.2M | 8 | 9 |
| Mar 2023 | $428.1M | $386.9M | $41.2M | 8 | 9 |
| Nov 2022 | $499.1M | $450.9M | $48.2M | 9 | 12 |
| Aug 2022 | $499.1M | $450.9M | $48.2M | 9 | 12 |
| Jun 2022 | $499.1M | $450.9M | $48.2M | 9 | 12 |
| Mar 2022 | $499.1M | $450.9M | $48.2M | 9 | 12 |
| Nov 2021 | $439.2M | $397.3M | $42M | 9 | 12 |
| Mar 2021 | $439.2M | $397.3M | $42M | 9 | 12 |
| Dec 2020 | $363.7M | $325.2M | $38.6M | 9 | 9 |
| Nov 2020 | $363.7M | $325.2M | $38.6M | 9 | 9 |
| Nov 2020 | $363.7M | $325.2M | $38.6M | 9 | 9 |
| Jun 2020 | $363.7M | $325.2M | $38.6M | 9 | 9 |
| Mar 2020 | $363.7M | $325.2M | $38.6M | 9 | 9 |
| Dec 2019 | $298.2M | $260.4M | $37.7M | 9 | 0 |
| Mar 2019 | $298.2M | $260.4M | $37.7M | 9 | 0 |
| Mar 2019 | $298.2M | $260.4M | $37.7M | 9 | 0 |
| Mar 2018 | $317.4M | $272M | $45.4M | 8 | 15 |
| Sep 2017 | $270.2M | $230.7M | $39.6M | 7 | 300 |
| Feb 2017 | $270.2M | $230.7M | $39.6M | 7 | 300 |
| Oct 2016 | $254.6M | $214.1M | $40.5M | 7 | 252 |
| Oct 2016 | $254.6M | $214.1M | $40.5M | 7 | 252 |
| Sep 2016 | $254.6M | $214.1M | $40.5M | 7 | 252 |
| Mar 2016 | $254.6M | $214.1M | $40.5M | 7 | 252 |
| Jul 2015 | $243.3M | $203.1M | $40.2M | 7 | 200 |
| Mar 2015 | $243.3M | $203.1M | $40.2M | 7 | 200 |
| Mar 2014 | $222.1M | $183M | $39.1M | 7 | 300 |
| Dec 2013 | $163.2M | $124.9M | $38.3M | 7 | 300 |
| Mar 2013 | $163.2M | $124.9M | $38.3M | 7 | 300 |
| Aug 2012 | $132.4M | $107.7M | $24.6M | 6 | 200 |
| Jul 2012 | $132.4M | $107.7M | $24.6M | 6 | 200 |
| May 2012 | $132.4M | $107.7M | $24.6M | 6 | 200 |
| Mar 2012 | $132.4M | $107.7M | $24.6M | 6 | 200 |
| May 2011 | $130M | $104.2M | $25.8M | 10 | -- |
| Mar 2011 | $130M | $104.2M | $25.8M | 10 | -- |
| Aug 2010 | $98.8M | $72.3M | $26.5M | 10 | -- |
| Jun 2010 | $98.8M | $72.3M | $26.5M | 10 | -- |
| Mar 2010 | $98.8M | $72.3M | $26.5M | 10 | -- |
| Mar 2008 | $106.9M | $72.1M | $34.8M | 10 | -- |
| Feb 2007 | $85M | $54M | $30.9M | 10 | -- |
| Nov 2006 | $68.1M | $43.8M | $24.3M | 5 | -- |
DateMar 2025
Total AUM$582.3M
Discretionary$539.7M
Non-Disc.$42.7M
Employees8
Clients9
DateMar 2024
Total AUM$498.6M
Discretionary$456.2M
Non-Disc.$42.4M
Employees8
Clients5
DateSep 2023
Total AUM$428.1M
Discretionary$386.9M
Non-Disc.$41.2M
Employees8
Clients9
DateJul 2023
Total AUM$428.1M
Discretionary$386.9M
Non-Disc.$41.2M
Employees8
Clients9
DateMar 2023
Total AUM$428.1M
Discretionary$386.9M
Non-Disc.$41.2M
Employees8
Clients9
DateNov 2022
Total AUM$499.1M
Discretionary$450.9M
Non-Disc.$48.2M
Employees9
Clients12
DateAug 2022
Total AUM$499.1M
Discretionary$450.9M
Non-Disc.$48.2M
Employees9
Clients12
DateJun 2022
Total AUM$499.1M
Discretionary$450.9M
Non-Disc.$48.2M
Employees9
Clients12
DateMar 2022
Total AUM$499.1M
Discretionary$450.9M
Non-Disc.$48.2M
Employees9
Clients12
DateNov 2021
Total AUM$439.2M
Discretionary$397.3M
Non-Disc.$42M
Employees9
Clients12
DateMar 2021
Total AUM$439.2M
Discretionary$397.3M
Non-Disc.$42M
Employees9
Clients12
DateDec 2020
Total AUM$363.7M
Discretionary$325.2M
Non-Disc.$38.6M
Employees9
Clients9
DateNov 2020
Total AUM$363.7M
Discretionary$325.2M
Non-Disc.$38.6M
Employees9
Clients9
DateNov 2020
Total AUM$363.7M
Discretionary$325.2M
Non-Disc.$38.6M
Employees9
Clients9
DateJun 2020
Total AUM$363.7M
Discretionary$325.2M
Non-Disc.$38.6M
Employees9
Clients9
DateMar 2020
Total AUM$363.7M
Discretionary$325.2M
Non-Disc.$38.6M
Employees9
Clients9
DateDec 2019
Total AUM$298.2M
Discretionary$260.4M
Non-Disc.$37.7M
Employees9
Clients0
DateMar 2019
Total AUM$298.2M
Discretionary$260.4M
Non-Disc.$37.7M
Employees9
Clients0
DateMar 2019
Total AUM$298.2M
Discretionary$260.4M
Non-Disc.$37.7M
Employees9
Clients0
DateMar 2018
Total AUM$317.4M
Discretionary$272M
Non-Disc.$45.4M
Employees8
Clients15
DateSep 2017
Total AUM$270.2M
Discretionary$230.7M
Non-Disc.$39.6M
Employees7
Clients300
DateFeb 2017
Total AUM$270.2M
Discretionary$230.7M
Non-Disc.$39.6M
Employees7
Clients300
DateOct 2016
Total AUM$254.6M
Discretionary$214.1M
Non-Disc.$40.5M
Employees7
Clients252
DateOct 2016
Total AUM$254.6M
Discretionary$214.1M
Non-Disc.$40.5M
Employees7
Clients252
DateSep 2016
Total AUM$254.6M
Discretionary$214.1M
Non-Disc.$40.5M
Employees7
Clients252
DateMar 2016
Total AUM$254.6M
Discretionary$214.1M
Non-Disc.$40.5M
Employees7
Clients252
DateJul 2015
Total AUM$243.3M
Discretionary$203.1M
Non-Disc.$40.2M
Employees7
Clients200
DateMar 2015
Total AUM$243.3M
Discretionary$203.1M
Non-Disc.$40.2M
Employees7
Clients200
DateMar 2014
Total AUM$222.1M
Discretionary$183M
Non-Disc.$39.1M
Employees7
Clients300
DateDec 2013
Total AUM$163.2M
Discretionary$124.9M
Non-Disc.$38.3M
Employees7
Clients300
DateMar 2013
Total AUM$163.2M
Discretionary$124.9M
Non-Disc.$38.3M
Employees7
Clients300
DateAug 2012
Total AUM$132.4M
Discretionary$107.7M
Non-Disc.$24.6M
Employees6
Clients200
DateJul 2012
Total AUM$132.4M
Discretionary$107.7M
Non-Disc.$24.6M
Employees6
Clients200
DateMay 2012
Total AUM$132.4M
Discretionary$107.7M
Non-Disc.$24.6M
Employees6
Clients200
DateMar 2012
Total AUM$132.4M
Discretionary$107.7M
Non-Disc.$24.6M
Employees6
Clients200
DateMay 2011
Total AUM$130M
Discretionary$104.2M
Non-Disc.$25.8M
Employees10
Clients--
DateMar 2011
Total AUM$130M
Discretionary$104.2M
Non-Disc.$25.8M
Employees10
Clients--
DateAug 2010
Total AUM$98.8M
Discretionary$72.3M
Non-Disc.$26.5M
Employees10
Clients--
DateJun 2010
Total AUM$98.8M
Discretionary$72.3M
Non-Disc.$26.5M
Employees10
Clients--
DateMar 2010
Total AUM$98.8M
Discretionary$72.3M
Non-Disc.$26.5M
Employees10
Clients--
DateMar 2008
Total AUM$106.9M
Discretionary$72.1M
Non-Disc.$34.8M
Employees10
Clients--
DateFeb 2007
Total AUM$85M
Discretionary$54M
Non-Disc.$30.9M
Employees10
Clients--
DateNov 2006
Total AUM$68.1M
Discretionary$43.8M
Non-Disc.$24.3M
Employees5
Clients--