Course Management Investment Advisors, LLC
● SEC registered since 2026CRD 306974SEC# 801-135570Pinehurst, NC
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.
Course Management Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Chen Control | Founder | 50-75% | 2019 |
| Michael Salvatore Bucceri Control | Chief Compliance Officer | 50-75% | 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
| Address | 5 Dowd Cir, Suite B, Pinehurst, NC 28374 |
| Phone | (910) 621-3371 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$100.3MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$100.3Mregulatory AUM
Discretionary $100.3M