Course Management Investment Advisors, LLC
SEC RegisteredBuilt for the Back 9
About the firm
CMIA LLC is an investment advisory firm focused on service, communication, and risk profile management. The firm employs a disciplined approach to investment planning, helping clients manage risk and make smart investment choices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment planning and risk management, including guidance on investment selection and risk profile design
Who they serve
Clients who are retirement ready or preparing for retirement
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1-$250,000 | 1.50% |
| $250,001-$500,000 | 1.20% |
| $500,001-$1,000,000 | 1.00% |
| $1,000,001-$2,000,000 | 0.90% |
| $2,000,001 and up | 0.80% |
Data as of May 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Course Management Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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