NFC Investments, LLC

RIASEC RegisteredEst. 2004

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$13M

Accounts

164

Employees

Advisory reps

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

FINTRX

Overview

NFC Investments, LLC is an SEC-registered investment adviser that has been operating since 2004 as a limited liability company owned by an individual. The firm describes itself as a multi-faceted manager with activity across hedge fund and private equity strategies while providing discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutional or business clients. Its client base includes both individual/family and institutional investors. Fee arrangements include a percentage of assets under management and performance-based fees. NFC does not list itself as an active ESG investor and is not presented as a multi-state adviser.