$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-22-2006
- Office Locations
- 1
Office Locations
-- Austin TX
About Course Pilot Financial LLC
Course Pilot Financial LLC is an Austin, TX registered investment adviser providing asset allocation and portfolio/asset management for retail clients. The firm primarily implements portfolios using ETFs and holds client assets at Fidelity/NFS. Founder/CEO Michael Gordon Langford II leads the practice.
Team overview
51 AVG AGE
$1.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
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Available
Available
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Services
Available
Owner & Executives
MICHAEL GORDON LANGFORD II
Chief Executive Officer, Founder, Manager
- CRD
- #2668205
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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