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| Keyboard |
| FTA Asset Management LLC
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|---|---|
| CRD # | 332377 |
| SEC # | 801-131148 |
| CIK # | |
| AUM | 1,010.9 M (2026-03-25) |
| Employees | 13 (54% Investors, 8% Brokers) |
| Phone | 704-926-2453 |
| Address | 6101 Carnegie Blvd Charlotte, NC 28209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 14 | 127.6 |
| (i) State or municipal government entities | 0 | 883.3 |
| (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 | 16 | 1,010.9 |
| By Discretionary | ||
| Discretionary | 3 | 12.1 |
| Non-Discretionary | 13 | 998.9 |
| Total | 16 | 1,010.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,010.9 | |
| Total | 16 | 1,010.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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|
10X Capital Partners LLC
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|
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|
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|
M Financial Investment Advisers Inc
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|
OR | 1,006.2 M |
|
Volofin Capital Management US LLC
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|
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|
Verbena Value LP
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|
CT | 1,000.0 M |
|
Cander Asset Management LP
✚
|
NY | 989.0 M |