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 a privately owned wealth manager organized as a corporation and registered with the SEC since 1979. The firm serves individual and family clients and operates as a capital allocator, primarily delivering portfolio management for individuals and small businesses and selecting third‑party advisers when appropriate. Its fee model blends percentage‑of‑AUM charges with fixed fees. The firm does not identify as an active ESG investor and is not positioned 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 1ANN-MARIE SARABIA
Chief Compliance OfficerCRD 5095427
Contacts
3 of 4EDMUND 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 48Active vs passive
$55.5M in ETFs
75%
$41.7M
25%
$13.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.4M | 12,902 | 15.11% |
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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