FIRST CITIZENS INVESTOR SERVICES, INC.
RALEIGH, NC · CIK 1051487 · 13F filing filed 2026-02-05
SEC-registered investment adviser since 2000 · corporation
- Assets managed$2.6bn
- Staff352 · 164 in investment roles
- Main clients (by assets)Individuals 60%, High net worth individuals 39%
- Websitefirstcitizens.com
- Form ADV · 2026-09-17SEC adviser record
- Legal entityFIRST CITIZENS INVESTOR SERVICES, INC. (US)
- Kindprivate equity, wealth
- Others nearbyRaleigh, NC, New York, NY, Charlotte, NC, Boston, MA, Pasadena, CA, Wilmington, NC
- FamilyFIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Raleigh, NC (main office)2 officesUnited States | 54 |
| Charlotte, NCUnited States | 99 |
| Boston, MAUnited States | 22 |
| Pasadena, CAUnited States | 18 |
| Wilmington, NCUnited States | 13 |
| Atlanta, GAUnited States | 10 |
| Greenville, SCUnited States | 9 |
| Greenville, NCUnited States | 8 |
| New York, NYUnited States | 8 |
| Hendersonville, NCUnited States | 7 |
| Ft Lauderdale, FLUnited States | 6 |
| San Franscisco, CAUnited States | 6 |
12 more cities
| Arden, NCUnited States | 5 |
| Cottonwood Heights, UTUnited States | 4 |
| Durham, NCUnited States | 4 |
| Fayetteville, NCUnited States | 4 |
| Greensboro, NCUnited States | 4 |
| Richmond, VAUnited States | 4 |
| San Diego, CAUnited States | 4 |
| Phoenix, AZUnited States | 3 |
| Jacksonville, NCUnited States | 2 |
| Morganton, NCUnited States | 2 |
| Winston-Salem, NCUnited States | 2 |
| Menlo Park, CAUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
$0
reported value
-100.0% vs Q3 2025
23positions
—in top 10
0 new
0 added
23 reduced
0 sold out
vs Q3 2025
Holdings, Q4 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| AMERICAN CENTY ETF TR AVUV | $0— | Reduced -12.5k |
| DIMENSIONAL ETF TRUST DFIS | $0— | Reduced -80.7k |
| INVESCO EXCH TRADED FD TR II BKLN | $0— | Reduced -22.9k |
| ISHARES TR AGG | $0— | Reduced -297.8k |
| ISHARES TR IEF | $0— | Reduced -4.9k |
| ISHARES TR IWS | $0— | Reduced -140.8k |
| ISHARES TR IWP | $0— | Reduced -88.6k |
| ISHARES TR ACWI | $0— | Reduced -3.2k |
| ISHARES TR SCZ | $0— | Reduced -30.5k |
| ISHARES TR MUB | $0— | Reduced -87.8k |
| ISHARES TR MBB | $0— | Reduced -3.0k |
| ISHARES TR IWX | $0— | Reduced -441.7k |
| ISHARES TR IWY | $0— | Reduced -275.7k |
| ISHARES TR IEFA | $0— | Reduced -231.4k |
| ISHARES INC IEMG | $0— | Reduced -105.7k |
| ISHARES TR FALN | $0— | Reduced -16.3k |
| SPDR SER TR EBND | $0— | Reduced -10.2k |
| SPDR SER TR JNK | $0— | Reduced -4.5k |
| VANGUARD WHITEHALL FDS VYM | $0— | Reduced -4.2k |
| VANGUARD WHITEHALL FDS VYMI | $0— | Reduced -10.8k |
| VANGUARD WHITEHALL FDS VWOB | $0— | Reduced -3.3k |
| VANGUARD MALVERN FDS VCRB | $0— | Reduced -369.3k |
| VANGUARD SCOTTSDALE FDS VTWO | $0— | Reduced -63.7k |