First City Capital Management Inc
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds20%
- US Government Bonds12%
- State & Local Bonds6%
Owners & executives
1 of 1
Ann-marie Sarabia
Chief Compliance OfficerCRD 5095427
Contacts
3 of 4
Edmund Curlee
Senior Vice PresidentCRD 1604399

John Skeadas
Investment ManagerCRD 6906304

Edmund Curlee
Sr. Vice PresidentCRD 6144354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$63.8M in ETFs
76%
$48.6M
23%
$15.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $9.5M | 12,713 | 14.88% |
Location
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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