First Tryon Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 25, 2026, reports $1.0B in regulatory assets under management, 13 employees, 2 offices, and 16 accounts.
Assets Under Management
$1.0B
Employees
13
Offices
2 offices
Total Clients
14
Primary office
CHARLOTTE, NC
6101 CARNEGIE BLVD, SUITE 210, CHARLOTTE, NC, United States
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
14
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 25, 2026
Discretionary1.2%
$12M
1% of total RAUM1.2%
Non-discretionary98.8%
$999M
99% of total RAUM98.8%
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.
Total AUM$1.0B
Total Accounts16
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee1:1
10Y Employee Change+3 (+30.0%)
* 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.