Paul David Coury
Investment adviser representative at The Coury Firm
39 yearsExperience
3 statesRegistered in
$1.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
39 years in the industry.
- The Coury FirmJun 2018 to now
- Coury Firm Asset Management LLC, d/b/a the Coury FirmJun 2018 to now
- Coury Firm Business Advisory LLC F/k/a Coury Consulting, L.P.Jun 2017 to now
- Pdc Mangement, IncOct 2010 to now
- The Coury Firm, LLC F/k/a the Coury Financial GroupNov 1987 to now
- Coury Investment Advisors, Inc.Apr 2013 to Jun 2018
- Fsc Securities CorporationAug 1997 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, WV).
The Coury Firm
Legal name: Coury Firm Asset Management LLC
$1.3BAssets managed
252Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1823579
- Firm CRD
- 289145