Courseview Capital LLC

Overview

Courseview Capital LLC is a small, independent registered investment adviser serving individual and family clients with fee-based portfolio management and financial planning. The firm operates as a registered representative of a broker-dealer, and its business model combines AUM-based advisory fees with brokerage relationships. Investment activity is concentrated and equity-focused: the firm shows a clear preference for exchange-traded equities as the primary portfolio sleeve, supplemented by mutual funds and selective allocations to real estate alternatives. Courseview appears to manage relationships on a non-discretionary basis, which suggests clients retain final trading authority while the adviser provides model portfolios, trade recommendations and planning advice. Given the compact client base and AUM, Courseview is configured as a boutique practice that likely prioritizes customized service for a limited number of households and small businesses rather than scale-driven product distribution. The firm is not listed as an active ESG investor, and it does not report multi-state adviser status, reinforcing a locally concentrated client footprint and a traditional, return-and-income oriented investment posture.

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Location & Offices