Overview
Assets Under Management: $100 million
Headquarters: PINEHURST, NC
High-Net-Worth Clients: 30
Average Client Assets: $1.8 million
Frequently Asked Questions
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
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 February 13, 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 February 13, 2026.
According to their SEC Form ADV, COURSE MANAGEMENT INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.85%
Average Client Assets: $1.8 million
Total Client Accounts: 324
Discretionary Accounts: 324
Regulatory Filings
CRD Number: 306974
Filing ID: 2051135
Last Filing Date: 2026-02-13 09:39:18