FIRST TRYON ADVISORS

RIASEC RegisteredEst. 2024
Total AUM
$1B
Discretionary
$12.1M
1% of AUM
Avg account
$63.2M
Accounts
16
Employees
13
Advisory reps
2

Firm details

Headquarters
Charlotte, North Carolina
CRD number
332377
Registered since
September 25, 2024
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • State / Municipal Government87.37%
  • Charitable Organizations12.63%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Tryon Advisors is an SEC-registered limited liability company that provides portfolio management services to institutional clients, with a stated focus on managing investments for businesses and other institutions. The firm registered with the SEC in 2024 and is owned by a combination of a domestic entity and an individual. It does not position itself as a capital allocator and does not identify as a multi-state or pension consultant adviser. First Tryon is not an active ESG investor. Fee arrangements include AUM-based charges alongside hourly and fixed-fee engagements, indicating flexibility in billing for institutional mandates or project work. The firm lists affiliations with a broker-dealer and operates as a registered municipal advisor, suggesting capabilities to advise on municipal-related matters in addition to its portfolio management practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 53%, US Government Bonds 27%, State & Local Bonds 14%, Sovereign Bonds 5%, Investment Grade Corp Bonds 1%53%
  • Cash & Cash Equivalents53%
  • US Government Bonds27%
  • State & Local Bonds14%
  • Sovereign Bonds5%
  • Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • Tina Taylor

    CFOCRD 7203745

  • HEBER BRUNNEMER

    Chief Executive OfficerCRD 2758256

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
6101 Carnegie Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth