AdvisorCensus / Financial advisors / North Carolina / Raleigh, NC / New firms

New investment advisory firms in Raleigh, NC

11 investment advisory firms in Raleigh, NC first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Raleigh, NC · Atom feed · How this list is built

September 2026 (1)

Firm	Location	Registration
Rogue Funds Management, LLC	Raleigh, NC	Exempt reporting adviser

August 2026 (2)

Firm	Location	Registration
Olde Raleigh Financial Group	Raleigh, NC	SEC-registered investment adviser
TRG Capital Management, Inc.	Raleigh, NC	SEC-registered investment adviser

July 2026 (1)

Firm	Location	Registration
Findicia, Inc.	Raleigh, NC	SEC-registered investment adviser

June 2026 (1)

Firm	Location	Registration
Tolley Financial Group, LLC	Raleigh, NC	SEC-registered investment adviser

February 2026 (1)

Firm	Location	Registration
BSG Advisers	Apex, NC	SEC-registered investment adviser

December 2025 (5)

Firm	Location	Registration
Advisorengine Portfolio Solutions Inc.	Raleigh, NC	SEC-registered investment adviser
Advisorstrust Partners LLC	Raleigh, NC	SEC-registered investment adviser
EQV Advisory, LLC	Raleigh, NC	SEC-registered investment adviser
Molokai Investment Management, LLC	Wake Forest, NC	Exempt reporting adviser
Pursuit Wealth Strategies, LLC	Raleigh, NC	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Raleigh, NC. https://advisorcensus.com/advisors/nc/raleigh/new-firms
https://advisorcensus.com/advisors/nc/raleigh/new-firms