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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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
Unlock allContacts
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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