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COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

PINEHURST, NC · CRD 306974 · IAPD ↗ · cmiallc.com · (910) 621-3371

$100.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — COURSE MANAGEMENT INVESTMENT ADVISORS, LLC (PINEHURST, NC) is newly SEC-registered with $100.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.