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FIRST CITY CAPITAL MANAGEMENT INC

136 Habersham St
Savannah, Georgia 31401
Tel: (912) 233-5492

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About FIRST CITY CAPITAL MANAGEMENT INC

FIRST CITY CAPITAL MANAGEMENT INC, formally registered with the SEC as FIRST CITY CAPITAL MANAGEMENT INC. The firm was established in 10/11/1979. They have over 1 offices throughout the country.

FIRST CITY CAPITAL MANAGEMENT INC is a Savannah, Georgia based Financial Planning firm with nearly $411,343,565 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104780
SEC#801-14853
Assets Managed by Firm$411,343,565
No. of Clients504
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (PREPARE SOME CLIENT TAX RETURNS)

Firm Client Information

No. of ClientsAUM
Firm Total504$411,343,565
Individuals (other than high net worth individuals)160$61,603,035
High net worth individuals86$339,531,923
Charitable organizations2$3,124,291
Corporations or other businesses3$7,084,316

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