Daniel Sigmon
Collegiate Capital Management · Raleigh, North Carolina
Daniel Sigmon is a fee-only financial advisor at Collegiate Capital Management in Raleigh, North Carolina, who holds the CFP credential. Daniel focuses on retirement planning, tax planning and family wealth transfer. Collegiate Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Collegiate Capital Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $653.0M across 1,992 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, NC, TX, VA · CRD 5492099 |
| Exams passed | Series 63 (2010) · Series 66 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.collegiatecapital.com |
How Daniel's firm compares
- Collegiate Capital Management's average account is about $328,000, from its Form ADV (assets managed divided by 1,992 accounts).
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Questions about Daniel
Is Daniel Sigmon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Collegiate Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Collegiate Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Sigmon based?
Daniel Sigmon is based in Raleigh, North Carolina.
What does Daniel specialize in?
Daniel's specialties include retirement planning, tax planning and family wealth transfer.
What credentials does Daniel Sigmon hold?
Daniel Sigmon holds the CFP credential.
Is Daniel Sigmon registered with the SEC?
Yes. Daniel Sigmon is registered as an investment adviser representative in GA, NC, TX and VA (CRD 5492099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Collegiate Capital Management manage?
Collegiate Capital Management reports $653.0M across 1,992 accounts in assets under management.
How do I contact Daniel Sigmon?
Through Daniel's website, www.collegiatecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Collegiate Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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