COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- PINEHURST, North Carolina
- CRD number
- 306974
- Registered since
- March 17, 2026
- Website
- cmiallc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.85%
- Individuals44.73%
- Corporations / Businesses0.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Course Management Investment Advisors, LLC is a privately owned LLC that provides fee-based portfolio management primarily for individuals, families and small businesses, with institutional clients also listed among its clientele. The firm is registered with the SEC (registration year reported as 2026) and charges clients on a percentage-of-assets-under-management basis. Its filing describes it as an active ESG investor and notes an industry affiliation with an insurance company. The adviser is not structured as a capital allocator and has no related adviser on record.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other36%
- Exchange Traded Equities30%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents10%
- Private Funds5%
Contacts
3 of 4Douglas Lynam
Senior Wealth AdvisorCRD 6628512
ALBERT CHEN
FounderCRD 5996821
MICHAEL BUCCERI
Partner, Senior Wealth ManagerCRD 1970612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PINEHURST, NC
MOORE
Location
PINEHURST, NC
Headquartered in PINEHURST, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.
- Metro area
- Fayetteville-Sanford-Lumberton, NC
- Region
- South
- County
- MOORE
- Address
- 5 Dowd Cir
- Time zone
- ET (UTC-5)
- Office locations
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