FC
FIRST CITIZENS ASSET MANAGEMENT, INC
SEC RegisteredRALEIGH, NChttps://firstcitizens.com/wealth800-229-0205
Assets Under Management
$100M–$500M
Employees
58
Office Locations
26 offices
Total Accounts
1274
About the firm
First Citizens Bank offers personal, small business, and commercial banking services including checking, savings, credit cards, mortgages, loans, investments, insurance, and treasury management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Areas of expertise
Personal BankingSmall Business BankingCommercial BankingWealth ManagementInvestmentsMortgagesInsuranceTreasury ManagementInternational BankingRisk ManagementCommercial Real Estate+1 more
Services
Checking, savings, credit cards, mortgages, loans, retirement accounts, investments, insurance, cash management, risk management, international banking, asset-based lending, capital markets, commercial real estate, treasury management, and merchant services
retirement_planningfinancial_planningestate_planningtax_planninginsurancecharitable_givingbusiness_planningcash_flow_planningrisk_management
Who they serve
Personal banking customers, small businesses, and commercial companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,184 | $292M |
| High Net Worth Individuals | 62 | $91M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Inc. First-Citizens Bank And Trust Company
PARENT COMPANY
Inc First Citizens Bancshares
SHAREHOLDER
Michael Christopher Wilson
DIRECTOR, PRESIDENT
Steven Fred Bogaczyk
DIRECTOR, CHIEF FINANCIAL OFFICER
Brent Ciliano
DIRECTOR
Lorie King Rupp
DIRECTOR
Paula Kay Heffron
DIRECTOR, CHIEF COMPLIANCE OFFICER
Ian Andrew Biggs
CORPORATE SECRETARY
Patrick Francis Nolan
INVESTMENT OFFICER
Office locations
26 offices in 5 states
NC
RALEIGHHQ
GA
TOCCOA
NC
CHARLOTTE
MA
BOSTON
NC
CHARLOTTE
NC
RALEIGH
SC
COLUMBIA
SC
SPARTANBURG
SC
CHARLESTON
SC
LANCASTER
SC
SUMTER
SC
CAYCE
SC
COLUMBIA
SC
IRMO
GA
CARNESVILLE
SC
GREENVILLE
SC
CHARLESTON
SC
SENECA
SC
ANDERSON
NC
RALEIGH
VA
RICHMOND
GA
ATLANTA
SC
ANDREWS
SC
MYRTLE BEACH
SC
COLUMBIA
SC
SUMMERVILLE
Advisors at this firm
64 advisors in the directory
Syeda Zahra Fatima Ahmed
Investment Adviser Representative
Alexander James Andrews
Investment Adviser Representative
Cary Lee Beach
Investment Adviser Representative
Christopher H Bettis
Investment Adviser Representative
William Sherwood Blackwood III
Investment Adviser Representative
Brett Adam Blankenship
Investment Adviser Representative
Hayden Godshall Brown
Investment Adviser Representative
Jason Thomas Burkett
Investment Adviser Representative
Timothy Ryan Calvert
Investment Adviser Representative
Kristine Cory Carothers
Investment Adviser Representative
Grant O'Brine Catoe
Investment Adviser Representative
Jeffrey Neil Chapman
Investment Adviser Representative
Brent Ciliano
Investment Adviser Representative
Brian Patrick Corbett
Investment Adviser Representative
Zachary Callahan
Investment Adviser Representative
Susan Ann Campion
Investment Adviser Representative
Adam Everette Crotts
Investment Adviser Representative
Michael Anthony D'Amelio
Investment Adviser Representative
Jared Wesley Davison
Investment Adviser Representative
Spencer K Dean
Investment Adviser Representative
Colleen Marie Dixon
Investment Adviser Representative
Kenneth Gordon Duncan
Investment Adviser Representative
Charles Reed Dickinson Jr.
Investment Adviser Representative
Kelly Daniel Finger
Investment Adviser Representative
Ciji Nichole Fisher
Investment Adviser Representative
Katherine Anne Gagner
Investment Adviser Representative
Jonathan Randall Huss
Investment Adviser Representative
Jackson Cobb Hayward
Investment Adviser Representative
Marc Kevin Horgan
Investment Adviser Representative
Benjamin Campbell Ingram
Investment Adviser Representative
Emily Morgan Jones
Investment Adviser Representative
Norman Edward Kirkwood
Investment Adviser Representative
Henry Albert Kowalewski
Investment Adviser Representative
Landon Trent Lea
Investment Adviser Representative
Craig James Letendre
Investment Adviser Representative
Stuart Bradley Lipsteuer
Investment Adviser Representative
David Warren Lobeck
Investment Adviser Representative
Michael Curtis Lodsin Jr
Investment Adviser Representative
Michele S Lowery
Investment Adviser Representative
Brian Nicholas McBride
Investment Adviser Representative
Karl Kilpatrick Mueller
Investment Adviser Representative
Justin Marcinkiewicz
Investment Adviser Representative
Charles Falconer McCallum III
Investment Adviser Representative
Phillip Evans Neuhart
Investment Adviser Representative
Eraine Johnson Parker
Investment Adviser Representative
Katherine Tracy Pepper
Investment Adviser Representative
Laurice Furnifold Rhem
Investment Adviser Representative
Gregory Todd Risinger
Investment Adviser Representative
Jeffrey Scott Rhineheart
Investment Adviser Representative
Serina M. Shores
Investment Adviser Representative
Kurt Hayes Sims
Investment Adviser Representative
Daniel Gregory Smith
Investment Adviser Representative
Robert Edward Spires Jr
Investment Adviser Representative
Ashby Simmons
Investment Adviser Representative
Dillon Edward Smith
Investment Adviser Representative
Jason Henry Vieira
Investment Adviser Representative
Kathryn Dianne Vause
Investment Adviser Representative
Jennifer Lynn Weed
Investment Adviser Representative
Cynthia Neal White
Investment Adviser Representative
Kendrick Martin Whitehurst
Investment Adviser Representative
James N Whitt
Investment Adviser Representative
Cynthia Jones Williams
Investment Adviser Representative
Michael Christopher Wilson
Investment Adviser Representative
Thaddeus William Yasunaga
Investment Adviser Representative
Regulatory & compliance
CRD number
#140777
SEC Number
801-79917
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
firstcitizens.com/wealthPhone
800-229-0205Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIRST CITIZENS ASSET MANAGEMENT, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.