# COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC of PINEHURST, NC is an SEC-registered investment adviser.

## Registration

- CRD: 306974
- Type: SEC-registered investment adviser
- SEC file number: 801-135570
- Location: 5 DOWD CIR, SUITE B, PINEHURST, NC, 28374
- Phone: (910) 621-3371
- Latest filing: 2026-05-14
- Regulatory AUM: $100.3M
- Discretionary AUM: $100.3M
- Clients: 4
- Accounts: 324

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Albert Chen | FOUNDER | San Francisco, CA |
| Michael Salvatore Bucceri | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306974/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306974/similar
- Related entities: https://search.stillhousedata.com/firm/306974/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306974

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.