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FIRST CITY CAPITAL MANAGEMENT INC

A66
CRD 104780·SEC 801-14853·SAVANNAH, GA
AUM
$423.7M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST CITY CAPITAL MANAGEMENT INC
CRD
104780
SEC file #
801-14853
EIN
581363057
DBA names
—

Economics

AUM
$423.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$403.8M → $423.7M▲ +5%
Client mix
Individuals Other167
Individuals High Net Worth84

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
SAVANNAH GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
fccm.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CURLEE, EDMUND, LANE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CURLEE, EDMUND, LANE
GAY, EDGAR, L.T.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001427350
Edgar Registered
Yes
Edgar Filing Count
74
Edgar First Filing Date
2008-02-26
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
74
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001427350-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
136 HABERSHAM ST.SAVANNAH, GA 31401
Business
136 HABERSHAM ST.SAVANNAH, GA 31401
Edgar EIN
581363057
Edgar Recent Filings
13F-HR2026-04-17 · 0001427350-26-000002
13F-HR2026-01-14 · 0001427350-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1604399
Trust Company Affiliate
No

People (5)

5
CURLEE, EDMUND, LANE
IAR · Direct Owner · 87.5%
1604399
GAY, EDGAR, L.T.
IAR · Executive Officer · 2.5%
4348454
SARABIA, ANN-MARIE, J.
Executive Officer · 2.5%
5095427
EDMUND LANE CURLEE
IAR
6144354
John Peter Skeadas
IAR
6906304