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Course Management Investment Advisors, LLC

● SEC registered since 2026CRD 306974SEC# 801-135570Pinehurst, NC
Export (members)
Reg. AUM
$100.3M
Employees
4
Accounts
324
Location
Pinehurst, NC

Course Management Investment Advisors, LLC assets under management

Course Management Investment Advisors, LLC operates as an SEC-registered investment adviser based in Pinehurst, NC. The firm has been registered since 2026. It reports $100.3 million in regulatory assets under management and employs 4 people.
www.cmiallc.comView on SEC.gov ↗

Course Management Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Albert Chen ControlFounder50-75%2019
Michael Salvatore Bucceri ControlChief Compliance Officer50-75%2020

Frequently asked questions

How much does Course Management Investment Advisors, LLC manage?

Course Management Investment Advisors, LLC reports $100.3 million in regulatory assets under management on its Form ADV.

How many employees does Course Management Investment Advisors, LLC have?

Course Management Investment Advisors, LLC reports 4 employees.

Where is Course Management Investment Advisors, LLC located?

Course Management Investment Advisors, LLC is based in Pinehurst, NC and has been SEC-registered since 2026.

Does Course Management Investment Advisors, LLC disclose fund performance?

Course Management Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Dowd Cir, Suite B, Pinehurst, NC 28374
Phone(910) 621-3371
Office hours9:00a.m. - 4:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.3M
Non-discretionary$0
Total (RAUM)$100.3M