First Citizens Asset Management, Inc
● SEC registered since 2014CRD 140777SEC# 801-79917Raleigh, NC
Reg. AUM
$465.1M
Employees
58
Accounts
1,274
Location
Raleigh, NC
First Citizens Asset Management, Inc assets under management
First Citizens Asset Management, Inc is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2014. It reports $465.1 million in regulatory assets under management and employs 58 people.
First Citizens Asset Management, Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Ciliano Control | Director | Under 5% | 2016 |
| Charles Falconer III McCallum Control | Director | Under 5% | 2024 |
| First-Citizens Bank and Trust Company, Inc. Control | Parent Company | Over 75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does First Citizens Asset Management, Inc manage?
First Citizens Asset Management, Inc reports $465.1 million in regulatory assets under management on its Form ADV.
How many employees does First Citizens Asset Management, Inc have?
First Citizens Asset Management, Inc reports 58 employees.
Where is First Citizens Asset Management, Inc located?
First Citizens Asset Management, Inc is based in Raleigh, NC and has been SEC-registered since 2014.
Does First Citizens Asset Management, Inc disclose fund performance?
First Citizens Asset Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8540 Colonnade Center Drive, Raleigh, NC 27615 |
| Phone | 800-229-0205 |
| Fax | 919-716-2230 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1964116 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$465.1M▲ 178%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$465.1Mregulatory AUM
Discretionary $435.1MNon-discretionary $30M