collegiatecapital.com
Open in
urlscan Pro
2a06:98c1:3120::3
Public Scan
Submitted URL: http://collegiatecapital.com/
Effective URL: https://collegiatecapital.com/
Submission: On March 11 via manual from US — Scanned from NL
Effective URL: https://collegiatecapital.com/
Submission: On March 11 via manual from US — Scanned from NL
Form analysis 1 forms found in the DOM
POST /
<form method="post" enctype="multipart/form-data" id="gform_1" action="/" data-formid="1" novalidate="">
<div class="gform-body gform_body">
<div id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below">
<fieldset id="field_1_1" class="gfield gfield--type-name gfield--input-type-name gfield_contains_required field_sublabel_hidden_label gfield--no-description field_description_below hidden_label gfield_visibility_visible"
data-js-reload="field_1_1">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></legend>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_1_1">
<span id="input_1_1_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_1.3" id="input_1_1_3" value="" aria-required="true" placeholder="First Name *">
<label for="input_1_1_3" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">First</label>
</span>
<span id="input_1_1_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_1.6" id="input_1_1_6" value="" aria-required="true" placeholder="Last Name *">
<label for="input_1_1_6" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">Last</label>
</span>
</div>
</fieldset>
<div id="field_1_3" class="gfield gfield--type-phone gfield--input-type-phone field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_3"><label
class="gfield_label gform-field-label" for="input_1_3">Phone</label>
<div class="ginput_container ginput_container_phone"><input name="input_3" id="input_1_3" type="tel" value="" class="large" placeholder="Phone" aria-invalid="false"></div>
</div>
<div id="field_1_4" class="gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_4"><label
class="gfield_label gform-field-label" for="input_1_4">Email<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_4" id="input_1_4" type="email" value="" class="large" placeholder="Email *" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_1_5" class="gfield gfield--type-textarea gfield--input-type-textarea field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_5"><label
class="gfield_label gform-field-label" for="input_1_5">Message</label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_5" id="input_1_5" class="textarea large" placeholder="Message" aria-invalid="false" rows="10" cols="50"></textarea></div>
</div>
<div id="field_1_6" class="gfield gfield--type-captcha gfield--input-type-captcha field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_1_6" data-conditional-logic="visible"><label
class="gfield_label gform-field-label" for="input_1_6">CAPTCHA</label>
<div id="input_1_6" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6LdtRmgpAAAAANvN4nQpKaEtdl5624RYNkQ1vr6d" data-theme="light" data-tabindex="0" data-badge="">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA" width="304" height="78" role="presentation" name="a-936ji2dzevm9" frameborder="0" scrolling="no"
sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox allow-storage-access-by-user-activation"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6LdtRmgpAAAAANvN4nQpKaEtdl5624RYNkQ1vr6d&co=aHR0cHM6Ly9jb2xsZWdpYXRlY2FwaXRhbC5jb206NDQz&hl=en&v=QquE1_MNjnFHgZF4HPsEcf_2&theme=light&size=normal&cb=qeptxhitwzvr"></iframe>
</div><textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div><iframe style="display: none;"></iframe>
</div>
</div>
<div id="field_1_7" class="gfield gfield--type-honeypot gform_validation_container field_sublabel_below gfield--has-description field_description_below gfield_visibility_visible" data-js-reload="field_1_7"><label
class="gfield_label gform-field-label" for="input_1_7">Comments</label>
<div class="ginput_container"><input name="input_7" id="input_1_7" type="text" value="" autocomplete="new-password"></div>
<div class="gfield_description" id="gfield_description_1_7">This field is for validation purposes and should be left unchanged.</div>
</div>
</div>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_1" class="gform_button button" value="Submit"
onclick="if(window["gf_submitting_1"]){return false;} if( !jQuery("#gform_1")[0].checkValidity || jQuery("#gform_1")[0].checkValidity()){window["gf_submitting_1"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_1"]){return false;} if( !jQuery("#gform_1")[0].checkValidity || jQuery("#gform_1")[0].checkValidity()){window["gf_submitting_1"]=true;} jQuery("#gform_1").trigger("submit",[true]); }"
disabled="disabled" data-conditional-logic="hidden" style="display: none;">
<input type="hidden" class="gform_hidden" name="is_submit_1" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="1">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_1" value="WyJbXSIsImFhZmJkY2MzZWY2MmE3OWYxOTdhZDQ1YTMyNzgzYjk4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_1" id="gform_target_page_number_1" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_1" id="gform_source_page_number_1" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>Text Content
800-333-1701
* SERVICES
* OVERVIEW
* Financial Planning
* Portfolio Management
* Tax Efficiency
* Family Legacy Planning
* ABOUT
* RESOURCES
* All Resources
* Events
* In the News
* CCMconnect
* CONTACT
* DISCLOSURES
ADVOCATES FOR YOUR FINANCIAL SUCCESS
For decades, Collegiate Capital Management has been providing comprehensive
financial guidance to a variety of clients, with an emphasis on professionals in
higher education. Through a number of specialized services, including financial
planning and portfolio management, our team is dedicated to working for and with
you.
get started
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.
Client Relationship Summary (Form CRS)
Learn more
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.
EXPERT SERVICES
FINANCIAL PLANNING
Get to know more about our process of financial planning, and how we provide
clear goals and comprehensive guidance based on your unique circumstances.
Learn More
PORTFOLIO MANAGEMENT
Learn more about what it takes to successfully build and maintain a financial
portfolio and how our team of investment advisors communicates openly and
honestly to choose the right investments for you.
Learn More
TAX EFFICIENCY
Learn more about how we work to leverage benefits, ensuring your portfolio has
been evaluated and strengthened through the proper strategies.
Learn More
FAMILY LEGACY PLANNING
Estate planning and wealth transfer can be emotional and stressful, but our
financial professionals can help you make informed decisions that are best for
you and your loved ones.
Learn More
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.
Name(Required)
First Last
Phone
Email(Required)
Message
CAPTCHA
Comments
This field is for validation purposes and should be left unchanged.
HELPFUL RESOURCES
COULD A REVOCABLE TRUST BE BENEFICIAL?
A revocable trust can provide several benefits as a part of an estate plan. A
revocable trust that you create as the grantor can be controlled during your
lifetime with you as the trustee. You retain legal title to the...
READ MORE
PREPARING FOR THE UNEXPECTED
While many people plan for a retirement in which they live through the end of
life in their homes, few people have a real grasp of the costs involved. In the
Research Triangle Park area (RTP), 24/7 agency home care...
READ MORE
CARES ACT RETIREMENT PLAN CONSIDERATIONS AND BENEFITS
As part of the federal economic response to the COVID-19 crisis, the Coronavirus
Aid, Relief, and Economic Security Act (CARES Act) was put in place. Below are
some provisions of the Act that may impact an individual’s retirement and tax...
READ MORE
We use cookies to ensure that we give you the best experience on our website. If
you continue to use this site we will assume that you are happy with it.Ok
* Home
* Services
* About
* Resources
* Disclosures
©2024 Collegiate Capital Management, Inc.
Notifications