First City Capital Management Inc
Firm details
- Headquarters
- Savannah, Georgia
- CRD number
- 104780
- Registered since
- October 11, 1979
- Website
- fccm.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.22%
- Individuals16.69%
- Corporations / Businesses3.26%
- Charitable Organizations0.82%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
First City Capital Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1979. The firm focuses on serving individuals and families, offering portfolio management for individuals and small businesses and selecting third‑party advisers when appropriate. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. First City identifies as a capital allocator and uses outside managers for portions of its clients’ alternative allocations. It does not present itself as an ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds20%
- US Government Bonds12%
- State & Local Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$63.8M in ETFs
76%
$48.3M
23%
$15.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $9.6M | 12,650 | 15.11% |
Location
Savannah, GA
Chatham
Location
Savannah, GA
Headquartered in Savannah, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- Chatham
- Address
- 136 Habersham St
- Time zone
- ET (UTC-5)
- Office locations
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