First Citizens Investor Services, Inc.
● SEC registered since 2000CRD 44430SEC# 801-57302Raleigh, NC
Reg. AUM
$2.63B
Employees
352
Accounts
7,645
Location
Raleigh, NC
About First Citizens Investor Services
First Citizens Investor Services presents bank-affiliated wealth management spanning investments, planning, and related personal financial products. It offers guided and self-directed investing alongside broader wealth offerings.
Summary based on the firm’s website.
First Citizens Investor Services, Inc. assets under management
First Citizens Investor Services, Inc. operates as an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2000. It reports $2.6 billion in regulatory assets under management and employs 352 people.
First Citizens Investor Services, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Calvo Folk Control | Secretary | Under 5% | 2026 |
| Charles Falconer McCallum Control | Senior Director Wealth Risk & Governance | Under 5% | 2024 |
| David Lee Biliter Control | President | Under 5% | 2020 |
| First-Citizens Bank & Trust Company Control | 100% Owner | Over 75% | 1994 |
| Johanna Marie Mears Control | Chief Compliance Officer | Under 5% | 2026 |
| Marc Kevin Horgan Control | Executive Director Of Wealth Sales | Under 5% | 2026 |
| Michael Christopher Wilson Control | Wealth Management Executive | Under 5% | 2014 |
| Michael Lee Longest Control | Senior Director Wealth Finance & Technology | Under 5% | 2024 |
| Serina M. Shores Control | Senior Director Fcis Compliance | Under 5% | 2025 |
| First Citizens Bancshares, Inc. Control | Owner | Over 75% | 1994 |
Frequently asked questions
How much does First Citizens Investor Services, Inc. manage?
First Citizens Investor Services, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does First Citizens Investor Services, Inc. have?
First Citizens Investor Services, Inc. reports 352 employees.
Where is First Citizens Investor Services, Inc. located?
First Citizens Investor Services, Inc. is based in Raleigh, NC and has been SEC-registered since 2000.
Does First Citizens Investor Services, Inc. disclose fund performance?
First Citizens Investor Services, 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 27615-3052 |
| Phone | 800-229-0205 |
| Fax | 919-716-2230 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1051487 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.63B▲ 52%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,369 advisers
EmployeesTop 2%
More than 98% of 16,804 advisers
Assets under management
$2.63Bregulatory AUM
Discretionary $3.2MNon-discretionary $2.62B