AdFi
FT

First Tryon Advisors

SEC Registered

Simplifying Public Finance

Charlotte, NChttps://firsttryon.com704-926-2453
Assets Under Management
$1B–$5B
Employees
13
Office Locations
2 offices
Total Accounts
16

About the firm

First Tryon Advisors provides financial advisory services tailored to each client's individual needs and goals, with a mission to build long-lasting relationships based on honest, reliable, and informed advice. The firm offers financial advisory, derivative advisory, and investment advisory services to a wide range of organizations in both the public and private sectors throughout the country.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pension/Profit Sharing

Areas of expertise

Public FinanceFinancial AdvisoryDerivative AdvisoryInvestment AdvisoryInterest Rate SwapsInstitutional Asset ManagementIndependent Advisory

Services

Financial advisory, derivative advisory (including interest rate swaps, caps, collars and options), and investment advisory services for institutional asset management.

Who they serve

Educational institutions, healthcare organizations, non-profits, various governmental entities, and corporations in both the public and private sectors.

Client segmentClientsAssets managed
State/Municipal Entities14

Leadership

Heber Keith Brunnemer
CEO, CCO
Llc Fta1
MEMBER
Brunnemer & Co
MEMBER
Tina Hudson Taylor
CFO
Brunnemer Children's Gst Investment Trust Dtd 12/20/01
SHAREHOLDER
James Walter Goldsmith
SHAREHOLDER
Heber Keith Brunnemer
TRUSTEE
2018 Hkbiii Gst Trust U/a/d September 5
SHAREHOLDER
Paul McDonald Hattenhauer
TRUSTEE
Paul McDonald Hattenhauer
TRUSTEE
Heber Keith Brunnemer
TRUSTEE

Office locations

2 offices in 2 states
NC
CharlotteHQ
MD
Annapolis

Regulatory & compliance

CRD number
#332377
SEC Number
801-131148
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $3,000,000 (waivable)

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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 Tryon Advisors 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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First Tryon Advisors in Charlotte, NC | AdvisorFinder