COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC of PINEHURST, NC is an SEC-registered investment adviser (CRD 306974). Regulatory assets under management: $100.3M.

Registration

• CRD: 306974
• SEC file number: 801-135570
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306974 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search