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| First Citizens Asset Management Inc
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|---|---|
| CRD # | 140777 |
| SEC # | 801-79917 |
| CIK # | 0001964116 |
| AUM | 465.1 M (2026-05-27) |
| Employees | 58 (55% Investors, 95% Brokers) |
| Phone | 800-229-0205 |
| Address | 8540 Colonnade Center Drive Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,184 | 292.4 |
| (b) Individuals (high net worth individuals) | 62 | 90.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 6 | 77.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.8 |
| (n) Other | 1 | 0.1 |
| Total | 1,274 | 465.1 |
| By Discretionary | ||
| Discretionary | 1,272 | 435.1 |
| Non-Discretionary | 2 | 30.0 |
| Total | 1,274 | 465.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.1 | |
| Total | 1,274 | 465.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964116] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
First Citizens Investor Services Inc
✚
|
NC | 2,626.1 M |
|
First Citizens Asset Management Inc
✚
|
NC | 465.1 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sterling Group Wealth Management LLC
✚
|
CA | 471.3 M |
|
Kassouf Wealth Advisors LLC
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|
AL | 471.3 M |
|
Sand Creek Capital LLC
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|
ID | 471.2 M |
|
Nova Financial LLC
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|
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|
Alliance Private Wealth LLC
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|
MA | 466.2 M |
|
Dew Wealth Management LLC
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|
AZ | 464.7 M |
|
Tufton Capital Management LLC
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|
MD | 463.8 M |
|
Harmony Asset Management LLC
✚
|
AZ | 462.5 M |
|
Jazz Wealth Managers Inc
✚
|
FL | 462.2 M |
|
NIA Impact Advisors LLC
✚
|
459.0 M |