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| First Financial Group Corporation
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|
|---|---|
| CRD # | 134006 |
| SEC # | 801-112777 |
| CIK # | 0000898726, 0001574189, 0002054920 |
| AUM | $317.0 M (2026-05-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 919-876-4926 |
| Address | 1100 Logger Ct Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.5 | ||
| Apple Inc | 5.6 | ||
| Laboratory Corp of America Holdings | 4.1 | ||
| Nvidia Corp | 2.3 | ||
| Amazon Com Inc | 1.7 | ||
| Sherwin Williams Co | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 78.0 |
| (b) Individuals (high net worth individuals) | 89 | 238.9 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,026 | 317.0 |
| By Discretionary | ||
| Discretionary | 1,026 | 317.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,026 | 317.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.0 | |
| Total | 1,026 | 317.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0000898726] | |
| D | [0001574189] | |
| 13F-HR | [0002054920] |
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|---|---|---|
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FL | 0.3 |
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Tower View Wealth Management LLC
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DKM Wealth Management Inc
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Ferguson-Johnson Wealth Management Inc
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WA | 0.3 |
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