Course Management Investment Advisors, LLC: new SEC registration, $100M AUM, Pinehurst, NC
Course Management Investment Advisors, LLC (Pinehurst, North Carolina): new SEC registration, $100M AUM, Pinehurst, NC. Its amount of 100 is below the median of 134 (10th percentile). Dated 232 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 100 · 10th percentile of 1,149 NewRiaPulse records · 0.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related NC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Course Management Investment Advisors, LLC |
| Legal name | Course Management Investment Advisors, LLC |
| CRD | 306974 |
| Status | Approved |
| Registered with the SEC | 2026-03-17 |
| Latest Form ADV filing | 2026-05-14 |
| Location | Pinehurst, NC, United States |
| Regulatory AUM | $100,326,180 |
| Accounts | 324 |
| Employees | 4 |
| Website | https://www.cmiallc.com |
| amount percentile | 10th of 1,149 (median 134, 0.7x median) |
| Peer records CSV (22 NC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Course Management Investment Advisors, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of NC records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Course Management Investment Advisors + all 22 NC records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NC first): Corrum Capital Management LLC · Pursuit Wealth Strategies, LLC · Advisorstrust Partners LLC · Mauney-Pitt Financial Management, INC. · Advisorengine Portfolio Solutions INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Course Management Investment Advisors, LLC and 22 North Carolina peers
- North Carolina NewRiaPulse records like this one: 22
- Course Management Investment Advisors, LLC's amount: 10th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every North Carolina peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $100M under management.
- Website on file.
What is the NewRiaPulse record for Course Management Investment Advisors, LLC in Pinehurst, North Carolina?
Course Management Investment Advisors, LLC received SEC registration as an investment adviser (2026-03-17) with $100,326,180 in regulatory assets under management, based in Pinehurst, NC.
How does Course Management Investment Advisors, LLC compare to other North Carolina NewRiaPulse records?
Its amount of 100 is below the median (10th percentile); smaller records often move faster and face less competition. It is 232 days old; check the official source for later updates before acting.
Course Management Investment Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Course Management Investment Advisors, LLC | Pinehurst, NC | 100 | 10th | 2026-03-17 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in North Carolina NewRiaPulse: Approved
Cross-dataset signals in North Carolina
More North Carolina public-record feeds
School & Library E-Rate Contracts Up for Rebid in North Carolina SEC 8-K Corporate Trigger Events in North Carolina Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in North Carolina New MSHA Citations at Mines & Quarries by State in North Carolina Newly CLIA-Certified Laboratories by State & Certificate in North Carolina New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in North Carolina Bank Branch Openings, Closings & Mergers by State in North Carolina New SBA 7(a) & 504 Loan Approvals in North Carolina
How to monitor Course Management Investment Advisors, LLC and peer approved records
Get new NewRiaPulse records like Course Management Investment Advisors, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.