Course Management Investment Advisors, LLC's Form ADV discloses 1.50% on the first $250,000, 1.20% on the next $250,000, 1.00% on the next $500,000, 0.90% on the next $1 million, and 0.80% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #306974), Course Management Investment Advisors, LLC is subject to fiduciary duty under federal law.
Course Management Investment Advisors, LLC is headquartered in PINEHURST, NC.
Course Management Investment Advisors, LLC serves 30 high-net-worth clients according to their SEC filing dated May 14, 2026. View client details ↓
According to their SEC Form ADV, Course Management Investment Advisors, LLC offers portfolio management for individuals. View all service details ↓
Course Management Investment Advisors, LLC manages $100 million in client assets according to their SEC filing dated May 14, 2026.
According to their SEC Form ADV, Course Management Investment Advisors, LLC serves high-net-worth individuals. View client details ↓