First City Capital Management Inc

RIASEC RegisteredEst. 1979
Total AUM
$424M
Discretionary
$424M
100% of AUM
Avg account
$823K
Accounts
515
Employees
6
Advisory reps
5

Firm details

Headquarters
Savannah, Georgia
CRD number
104780
Registered since
October 11, 1979
Website
fccm.us
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI79.22%
  • Individuals16.69%
  • Corporations / Businesses3.26%
  • Charitable Organizations0.82%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

First City Capital Management Inc. is an independent, SEC-registered investment adviser founded in 1979 and operated as a corporation under individual ownership. The firm serves primarily individual and family clients and functions as a capital allocator: it manages portfolios directly and hires third-party managers when appropriate. Its advisory work centers on portfolio management for individuals and small businesses and on selecting outside advisers. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Cash & Cash Equivalents 23%, Public Funds/Mutual Funds 20%, US Government Bonds 12%, State & Local Bonds 6%, Investment Grade Corp Bonds 2%37%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents23%
  • Public Funds/Mutual Funds20%
  • US Government Bonds12%
  • State & Local Bonds6%

Owners & executives

1 of 1
  • Ann-marie Sarabia

    Ann-marie Sarabia

    Chief Compliance OfficerCRD 5095427

Contacts

3 of 4
  • Edmund Curlee

    Edmund Curlee

    Senior Vice PresidentCRD 1604399

  • John Skeadas

    John Skeadas

    Investment ManagerCRD 6906304

  • Edmund Curlee

    Edmund Curlee

    Sr. Vice PresidentCRD 6144354

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 51

Active vs passive

$63.8M in ETFs

Passive

76%

$48.6M

Active

23%

$15.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$9.5M12,71314.88%

Location

Primary office

Savannah, GA

Chatham

Location

Savannah, GA

Headquartered in Savannah, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.

Metro area
Savannah-Hinesville-Statesboro, GA
Region
South
County
Chatham
Address
136 Habersham St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth