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COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
CRD 306974 · SEC 801-135570
5 DOWD CIR, SUITE B, PINEHURST, NC, 28374, United States
Phone
(910) 621-3371
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100.3M
Discretionary AUM
$100.3M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $44.9M |
| High net worth individuals | 30 | $55.0M |
| Corporations/business entities | 1 | $420K |
States served
NJ, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD