Nfc Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated February 6, 2026, reports $2.1B in regulatory assets under management, 9 employees, and 164 accounts.
Assets Under Management
$2.1B
Employees
9
Offices
--
Total Clients
157
Primary office
MEMPHIS, TN
700 COLONIAL ROAD, SUITE 101, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.3% of total clients.
Top client categories% of clientsClients
1
HNWI
80.3%
126
2
Insurance Cos.
8.3%
13
3
Corporations
8.3%
13
4
Pooled Investment Vehicles
3.2%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of February 6, 2026
Discretionary100.0%
$2.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.1B
Total Accounts164
10Y AUM Change+$853M (+66.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee17:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.