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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-11-1979
- Office Locations
- 1
Office Locations
About First City Capital Management INC
First City Capital Management is a Savannah, GA registered investment advisor serving retail and institutional clients. The team builds multi-asset portfolios with an emphasis on asset allocation, ETFs, mutual funds and fixed income (including munis and Treasuries), with optional socially responsible and real estate exposure. Offers portfolio construction and retirement plan services, and commonly custodies with Charles Schwab.
Reported data analysis
What the numbers show
Between April 23, 2025 and March 31, 2026, reported AUM increased 3.0%, from $411.3M to $423.7M.
Across 5 reported observations, AUM increased 7.1% between March 31, 2022 and March 31, 2026, from $395.7M to $423.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 251 clients, or 62.8 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 46 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
EDMUND LANE CURLEE III
Chief Investment Officer, President, Senior Vice President
- CRD
- #1604399
- Ownership
- 75% or more
EDGAR L.T. GAY
Chairman Emeritus, President
- CRD
- #4348454
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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EDMUND LANE CURLEE IV
Chief Investment Officer, Senior Vice President
- CRD
- #6144354
John Peter Skeadas III
Advisor
- CRD
- #6906304
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $423,719,596 | $822,756 |
| Non-Discretionary | $0 | -- |
| Total | $423,719,596 | $822,756 |
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Separately Managed Accounts
SMA allocation detail is available
First City Capital Management INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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First City Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.