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OLDE RALEIGH FINANCIAL GROUP

RALEIGH, NC · CRD 342848 · IAPD ↗ · 919-861-8212

$0Regulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
August 2026 — OLDE RALEIGH FINANCIAL GROUP (RALEIGH, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.