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NFC INVESTMENTS, LLC
CRD 132844File 801-63560
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.14B
Top 25% of cohort (national)
Discretionary AUM
$2.14B
Clients
157
164 accounts
Employees
9
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 7, 2004
- Principal office
- 700 COLONIAL ROAD, SUITE 101, MEMPHIS, TN, 38117
- Phone
- 901-767-5576
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.14B
- Discretionary AUM
- $2.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 164
- Non-discretionary accounts
- 0
- Total accounts
- 164
- AUM per client
- $13.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $395.8M |
| Insurance companies | 13 | $895.1M |
| Charitable organizations | Fewer than 5 | $12.7M |
| High net worth individuals | 126 | $520.4M |
| Pooled investment vehicles | 5 | $305.3M |
| Pension and profit sharing plans | Fewer than 5 | $8.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.