NFC INVESTMENTS, LLC
B57
CRD 132844·SEC 801-63560·MEMPHIS, TN
AUM
$2.14B
$1B+
Est. Revenue
$21.4M
@ 1% on AUM
Est. EBITDA
$6.4M
@ 30% margin
Est. Deal Value
$51.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.37B
'21 · $1.56B
'22 · $1.52B
'23 · $1.81B
'25 · $2.04B
'26 · $2.14B
'20'26
$1.37B → $2.14B▲ +56%
Client mix
| Individuals High Net Worth | 126 |
| Insurance Companies | 13 |
| Corporations | 13 |
| Pooled Investment Vehicles | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
4 advisors → 5 advisors▲ +25%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2020-04-082020-04-08 · 0001567619-20-007681
2018-12-112018-12-11 · 0001567619-18-007667
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
SUITE 200501 SOUTH MENDENHALL ROADMEMPHIS, TN 38117
Business
SUITE 200501 SOUTH MENDENHALL ROADMEMPHIS, TN 38117
Edgar Recent Filings
D/A2020-04-08 · 0001567619-20-007681
D/A2018-12-11 · 0001567619-18-007667
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited