Overview
Assets Under Management: $2.0 billion
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 115
Average Client Assets: $4 million
Frequently Asked Questions
NFC INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132844), NFC INVESTMENTS, LLC is subject to fiduciary duty under federal law.
NFC INVESTMENTS, LLC is headquartered in MEMPHIS, TN.
NFC INVESTMENTS, LLC serves 115 high-net-worth clients according to their SEC filing dated January 09, 2025. View client details ↓
According to their SEC Form ADV, NFC INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
NFC INVESTMENTS, LLC manages $2.0 billion in client assets according to their SEC filing dated January 09, 2025.
According to their SEC Form ADV, NFC INVESTMENTS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 132844
Last Filing Date: 2025-01-09 00:00:00
Website: https://nfcinvestments.com