$100.3M Total AUM
$100.3M Disc. AUM
-- 3Y CAGR
4 Employees
161 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak harborOak insight +more
- Established Date
- 02-27-2020
- Office Locations
- 1
Office Locations
5 Dowd CIR Suite B Pinehurst NC
About Course Management Investment Advisors, LLC
Course Management Investment Advisors, LLC is a Pinehurst, NC investment advisor providing financial planning and ongoing portfolio management for individuals and business owners. Portfolios often use ETFs and mutual funds, built around client risk profiles with an emphasis on proactive communication. The firm highlights a course-management approach to risk management and commonly custodies at Schwab.
Team overview
49 AVG AGE
$33.4M AVG AUM / ADVISOR
$623.1K AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Fusion Timber Vertex Wave Capital glacier Pathway capital
Client Personas
Glacier
Custodian
Vector Unison zenith Glacier crest Meridian legacy Frontier
Investment Themes
Bridge glacier Foundation Momentum north Optima
Investment Vehicles
Peak
Services
Radial Pioneer Vector Catalyst Vertex Quantum Insight element Harbor harbor Eagle vital
Technology
Atlas Pathway Optima
Owner & Executives
MICHAEL SALVATORE BUCCERI
Chief Compliance Officer, Wealth Manager
- CRD
- #1970612
- Ownership
- 50% but less than 75%
(567) 497-2279
delta.eagle@momentumcapital.com
in linkedin.com/in/momentum-legacy
ALBERT CHEN
FOUNDER, Owner
- CRD
- #5996821
- Ownership
- 50% but less than 75%
(810) 818-5873
beacon.vertex@unisoncapital.com
in linkedin.com/in/horizon-signal
Showing 2 of 2 owners & executives
Unlock allContacts
D
Douglas Edward Lynam
--
- CRD
- #6628512
(392) 770-1085
capital.beacon@signalcapital.com
in linkedin.com/in/fusion-glacier
B
BRIAN MACINTOSH
Wealth Manager
- CRD
- #4955621
(661) 960-8653
peak.value@beaconcapital.com
in linkedin.com/in/matrix-vital
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,326,180 | $309,649 |
| Non-Discretionary | $0 | -- |
| Total | $100,326,180 | $309,649 |
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Separately Managed Accounts
Total SMA Asset: $100,326,180
Other:
20.1% Equity - Exchange:
6.7% Public Funds:
10.3% Cash:
14.1% Private Funds:
21.8% Municipal Bonds:
14.0% U.S. Government/Agency:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $323,193,125 | 20.1% |
| Equity - Exchange | $107,731,042 | 6.7% |
| Public Funds | $165,616,378 | 10.3% |
| Cash | $226,717,565 | 14.1% |
| Private Funds | $350,527,867 | 21.8% |
| Municipal Bonds | $225,109,639 | 14.0% |
| U.S. Government/Agency | $209,030,380 | 13.0% |
| Total | $1,607,925,996 | 100.0% |