Investment adviser · CRD 44430
FIRST CITIZENS INVESTOR SERVICES, INC.
Investment adviser filing (IA)
RALEIGH, NC, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $2.63B Form ADV · Item 5.F
- Client accounts
- 7,645 Accounts, not individual clients
- Employees
- 352 Reported in this filing
- Advisory professionals
- 164 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6,918 | $1,587,360,047 | 60.4% |
| High-net-worth individuals | 645 | $1,018,275,164 | 38.8% |
| Corporations & businesses | 82 | $20,444,974 | 0.8% |
Filing source
Form ADV 2133224 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
8540 COLONNADE CENTER DRIVERALEIGH, NC, 27615-3052, United States
CRD 44430
Filing source
Form ADV 2133224 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.