NFC Investments, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 132844
- Registered since
- October 7, 2004
- Website
- nfcinvestments.com
- Custodians
- M&T SECURITIES, INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies41.88%
- HNWI24.34%
- Corporations / Businesses18.52%
- Pooled Investment Vehicles14.28%
- Charitable Organizations0.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
NFC Investments, LLC is a privately held investment manager that operates as a hedge fund, private equity fund, and multifaceted fund manager. Registered with the SEC since 2004 and structured as an LLC, the firm serves both individual/family and institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and institutional portfolio management. Compensation mixes a percentage-of-assets model with performance-based fees. NFC is not flagged as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other83%
- Investment Grade Corp Bonds7%
- US Government Bonds4%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 6Susan Haslam
MemberCRD 6711564
William Thompson
Executive Vice PresidentCRD 4384681
William Haslam
MemberCRD 1771804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.1M in ETFs
100%
$1.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $554K | 6,300 | 49.20% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 700 Colonial Rd
- Time zone
- CT (UTC-6)
- Office locations
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