First City Capital Management Inc
- Regulatory AUM
- $424M
- Discretionary
- $424M
- Clients
- 251
- Avg AUM / client
- $1.7M
- Accounts
- 515
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 167 | $70.7M | 16.7% |
| High net worth individuals | 84 | $336M | 79.2% |
| Charitable organizations | Fewer than 5 clients | $3.5M | 0.82% |
| Corporations and other businesses | Fewer than 5 clients | $13.8M | 3.26% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edgar L.T. Gay | President | CFA | Jan 1979 (48y) | Less than 5% |
| Edmund Lane Curlee | Sr. Vice President/Cio | Sep 1992 (34y) | 75% or more | |
| Connerat, Edwin, Bryan | Sr. Vice President | Feb 2005 (22y) | Less than 5% | |
| Sarabia, Ann Marie, J. | Chief Compliance Officer | Oct 2005 (21y) | Less than 5% | |
| John Peter Skeadas | Registered representative | CFA | Feb 2018 (9y) | |
| Edmund Lane Curlee | Registered representative | Feb 2018 (9y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $416M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗