Overview

Assets Under Management: $411 million
Headquarters: SAVANNAH, GA
High-Net-Worth Clients: 86
Average Client Assets: $4 million

Frequently Asked Questions

FIRST CITY CAPITAL MANAGEMENT INC 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 #104780), FIRST CITY CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.

FIRST CITY CAPITAL MANAGEMENT INC is headquartered in SAVANNAH, GA.

FIRST CITY CAPITAL MANAGEMENT INC serves 86 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓

According to their SEC Form ADV, FIRST CITY CAPITAL MANAGEMENT INC offers portfolio management for individuals and selection of other advisors. View all service details ↓

FIRST CITY CAPITAL MANAGEMENT INC manages $411 million in client assets according to their SEC filing dated February 25, 2025.

According to their SEC Form ADV, FIRST CITY CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 504
Discretionary Accounts: 504

Regulatory Filings

CRD Number: 104780
Last Filing Date: 2025-02-25 00:00:00
Website: https://firstcitycapitalmanagement.com