firm profile
Course Management Investment Advisors, LLC
Overview
Course Management Investment Advisors, LLC is an SEC registered investment adviser based in Pinehurst, NC, registered since 2020. It reports $1M in assets under management across 324 accounts, with 4 employees. It has 4 investment adviser representatives.
- Reported AUM
- $1M
- Discretionary
- 100%
- Accounts
- 324
- Average account
- $31K
- Employees
- 4
- Advisory reps
- 4
- Registered since
- 2020
- Jurisdictions
- 5
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Albert Chen Founder CRD 5996821
- Michael Salvatore Bucceri Chief Compliance Officer CRD 1970612
Advisory reps 3 of 4
- Michael S Bucceri Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1970612
- Albert Chen Investment Adviser Rep CRD 5996821
- Douglas Edward Lynam Investment Adviser Rep CRD 6628512
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 5 Dowd Cir Ste B
Pinehurst, NC 28374 - County
- Moore
- Metro area
- Pinehurst-Southern Pines, NC
- Region
- South
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: cmiallc.com
Every state, with registration dates
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- Golden Pine Advisory, LLCPinehurst, NC1 reps
- The Pines Wealth Management, LLCSouthern Pines, NC$486M AUM
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