Edmund L. Curlee

FIRST CITY CAPITAL MANAGEMENT

SAVANNAH, GA 31401

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CRD#: 1604399

Professional summary

Edmund Lane Curlee III is a registered financial advisor currently at FIRST CITY CAPITAL MANAGEMENT INC located in Savannah, Georgia.

Edmund is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Edmund has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ACTS AS A TRUSTEE INDIVIDUALLY FOR CERTAIN CLIENTS AS WELL AS CHARITABLE ORGANIZATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edmund Lane Curlee III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 31, 2002 - Present

FIRST CITY CAPITAL MANAGEMENT INC

Office #1: 136 Habersham Street, Savannah, GA 31401

RIA

CRD#: 104780

SAVANNAH, GA

Past

January 7, 1987 - March 8, 1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

CRD#: 472

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST CITY CAPITAL MANAGEMENT INC

CRD#: 104780 / SEC#: 801-14853

RIA

Registered Investment Advisory firm - (10/11/1979 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/25/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/9/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

Current Firm

FIRST CITY CAPITAL MANAGEMENT INC

CRD#: 104780 / SEC#: 801-14853

RIA

Registered Investment Advisory firm - (10/11/1979 Approved)

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Contact information

Main Address

136 Habersham St, Savannah, GA 31401

Mailing Address

Phone number

(912) 233-5492

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A FEBRUARY 2025 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	504
AUM (Assets Under Management)	$ 411,343,565

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2024	Cover Page	Report
02/28/2024	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Edmund L. Curlee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edmund Lane Curlee III's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST CITY CAPITAL MANAGEMENT INC

JOHNSON, LANE, SPACE, SMITH & CO., INC.

Primary Firm SEC Registration

FIRST CITY CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/1992

Series 63

Date: 1/9/1987

Series 7

Date: 12/20/1986

Current Firm

FIRST CITY CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIRST CITY CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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