COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

CRD 306974File 801-135570

APPROVED

Retail clients

Filing as of May 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$100.3M

Bottom 25% of cohort (national)

Discretionary AUM

$100.3M

Clients

161

324 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 17, 2026
Principal office: 5 DOWD CIR, SUITE B, PINEHURST, NC, 28374
Phone: (910) 621-3371
Website: https://www.cmiallc.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $100.3M
Discretionary AUM: $100.3M
Non-discretionary AUM: $0
Discretionary accounts: 324
Non-discretionary accounts: 0
Total accounts: 324
AUM per client: $623K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$420K
High net worth individuals	30	$55.0M
Individuals (other than high net worth individuals)	130	$44.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.