First Citizens Asset Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated April 14, 2026, reports $465M in regulatory assets under management, 58 employees, 23 offices, and 1,274 accounts.
Assets Under Management
$465M
Employees
58
Offices
23 offices
Total Clients
1,264
Primary office
RALEIGH, NC
8540 COLONNADE CENTER DRIVE, RALEIGH, NC, United States
Top client segmentIndividuals represent 93.7% of total clients.
Top client categories% of clientsClients
1
Individuals
93.7%
1,184
2
HNWI
4.9%
62
3
Corporations
0.7%
9
4
Government
0.5%
6
5
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$465Mas of April 14, 2026
Discretionary93.6%
$435M
94% of total RAUM93.6%
Non-discretionary6.4%
$30M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$465M
Total Accounts1,274
10Y AUM Change+$301M (+182.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees58
Clients per Employee22:1
10Y Employee Change+17 (+41.5%)
* 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.