FIRST CITIZENS INVESTOR SERVICES, INC.
CRD #44430 SEC #801-57302 RALEIGH, NC 800-229-0205
SEC Registered Broker-Dealer
Total AUM
$2.1B
Discretionary
$2.1B
Employees
322
Clients
--
Accounts
6,706
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.1B | $2.1B | $8M | 322 | 0 |
| Nov 2025 | $2.1B | $2.1B | $8M | 322 | 0 |
| Nov 2025 | $2.1B | $2.1B | $8M | 322 | 0 |
| Mar 2025 | $2.1B | $2.1B | $8M | 322 | 0 |
| Jan 2025 | $1.7B | $1.7B | $2.1M | 235 | 0 |
| Nov 2024 | $1.7B | $1.7B | $2.1M | 235 | 0 |
| Oct 2024 | $1.7B | $1.7B | $2.1M | 235 | 0 |
| Oct 2024 | $1.7B | $1.7B | $2.1M | 235 | 0 |
| May 2024 | $1.7B | $1.7B | $2.1M | 235 | 0 |
| Mar 2024 | $1.7B | $1.7B | $2.1M | 235 | 0 |
| Feb 2024 | $1.5B | $1.5B | $0 | 250 | 0 |
| Jan 2024 | $1.5B | $1.5B | $0 | 250 | 0 |
| Nov 2023 | $1.5B | $1.5B | $0 | 250 | 0 |
| Aug 2023 | $1.5B | $1.5B | $0 | 250 | 0 |
| Apr 2023 | $1.5B | $1.5B | $0 | 250 | 0 |
| Apr 2023 | $1.5B | $1.5B | $0 | 250 | 0 |
| Apr 2023 | $1.5B | $1.5B | $0 | 250 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 250 | 0 |
| Dec 2022 | $1.6B | $1.6B | $0 | 201 | 0 |
| Apr 2022 | $1.6B | $1.6B | $0 | 201 | 0 |
| Mar 2022 | $1.6B | $1.6B | $0 | 201 | 0 |
| Jan 2022 | $1.2B | $1.2B | $0 | 208 | 0 |
| Apr 2021 | $1.2B | $1.2B | $0 | 208 | 0 |
| Apr 2021 | $1.2B | $1.2B | $0 | 208 | 0 |
| Dec 2020 | $980.9M | $980.9M | $0 | 175 | 0 |
| Oct 2020 | $980.9M | $980.9M | $0 | 175 | 0 |
| Jun 2020 | $980.9M | $980.9M | $0 | 175 | 0 |
| Apr 2020 | $980.9M | $980.9M | $0 | 175 | 0 |
| Feb 2020 | $789.7M | $789.7M | $0 | 177 | 0 |
| Jan 2020 | $789.7M | $789.7M | $0 | 177 | 0 |
| Jan 2020 | $789.7M | $789.7M | $0 | 177 | 0 |
| Jan 2020 | $789.7M | $789.7M | $0 | 177 | 0 |
| Nov 2019 | $789.7M | $789.7M | $0 | 177 | 0 |
| Oct 2019 | $789.7M | $789.7M | $0 | 177 | 0 |
| Sep 2019 | $789.7M | $789.7M | $0 | 177 | 0 |
| Jun 2019 | $789.7M | $789.7M | $0 | 177 | 0 |
| Mar 2019 | $789.7M | $789.7M | $0 | 177 | 0 |
| Nov 2018 | $732.5M | $732.5M | $0 | 153 | 0 |
| Aug 2018 | $732.5M | $732.5M | $0 | 153 | 0 |
| Jul 2018 | $732.5M | $732.5M | $0 | 153 | 0 |
| Mar 2018 | $732.5M | $732.5M | $0 | 153 | 0 |
| Mar 2018 | $732.5M | $732.5M | $0 | 153 | 0 |
| Oct 2017 | $697M | $697M | $0 | 110 | 0 |
| Aug 2017 | $586.8M | $586.8M | $0 | 110 | 2,300 |
| Jun 2017 | $586.8M | $586.8M | $0 | 110 | 2,300 |
| Mar 2017 | $586.8M | $586.8M | $0 | 110 | 2,300 |
| Aug 2016 | $559M | $559M | $0 | 109 | 2,300 |
| Jun 2016 | $559M | $559M | $0 | 109 | 2,300 |
| Mar 2016 | $559M | $559M | $0 | 109 | 2,300 |
| Sep 2015 | $569.3M | $569.3M | $0 | 104 | 2,100 |
| Mar 2015 | $569.3M | $569.3M | $0 | 104 | 2,100 |
| Nov 2014 | $520.7M | $520.7M | $0 | 124 | 1,862 |
| Mar 2014 | $520.7M | $520.7M | $0 | 124 | 1,862 |
| Apr 2013 | $417.9M | $417.9M | $0 | 140 | 1,700 |
| Apr 2013 | $417.9M | $417.9M | $0 | 140 | 1,700 |
| Apr 2013 | $417.9M | $417.9M | $0 | 140 | 1,700 |
| Mar 2013 | $417.9M | $417.9M | $0 | 140 | 1,700 |
| Mar 2013 | $417.9M | $417.9M | $0 | 140 | 1,700 |
| Mar 2013 | $417.9M | $417.9M | $0 | 140 | 1,700 |
| Feb 2013 | $417.9M | $417.9M | $0 | 140 | 1,700 |
| Jun 2012 | $340M | $340M | $0 | 51 | 1,500 |
| Apr 2012 | $340M | $340M | $0 | 51 | 1,500 |
| Feb 2012 | $340M | $340M | $0 | 51 | 1,500 |
| Feb 2012 | $340M | $340M | $0 | 51 | 1,500 |
| Jul 2011 | $295.7M | $295.7M | $0 | 51 | -- |
| May 2011 | $295.7M | $295.7M | $0 | 51 | -- |
| Mar 2011 | $295.7M | $295.7M | $0 | 51 | -- |
| Jan 2011 | $295.7M | $295.7M | $0 | 51 | -- |
| May 2009 | $188.5M | $188.5M | $0 | 51 | -- |
| Apr 2009 | $188.5M | $188.5M | $0 | 51 | -- |
| Feb 2007 | $257M | $257M | $0 | 51 | -- |
| Jan 2007 | $207.7M | $207.7M | $0 | 51 | -- |
| Jun 2004 | $74.4M | $74.4M | $0 | 51 | -- |
| Jan 2004 | $56.8M | $56.8M | $0 | 51 | -- |
| Aug 2001 | $68.7M | $68.7M | $0 | 51 | -- |
DateDec 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$8M
Employees322
Clients0
DateNov 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$8M
Employees322
Clients0
DateNov 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$8M
Employees322
Clients0
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$8M
Employees322
Clients0
DateJan 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.1M
Employees235
Clients0
DateNov 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.1M
Employees235
Clients0
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.1M
Employees235
Clients0
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.1M
Employees235
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.1M
Employees235
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.1M
Employees235
Clients0
DateFeb 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateJan 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees250
Clients0
DateDec 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees201
Clients0
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees201
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees201
Clients0
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees208
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees208
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees208
Clients0
DateDec 2020
Total AUM$980.9M
Discretionary$980.9M
Non-Disc.$0
Employees175
Clients0
DateOct 2020
Total AUM$980.9M
Discretionary$980.9M
Non-Disc.$0
Employees175
Clients0
DateJun 2020
Total AUM$980.9M
Discretionary$980.9M
Non-Disc.$0
Employees175
Clients0
DateApr 2020
Total AUM$980.9M
Discretionary$980.9M
Non-Disc.$0
Employees175
Clients0
DateFeb 2020
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateJan 2020
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateJan 2020
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateJan 2020
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateNov 2019
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateOct 2019
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateSep 2019
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateJun 2019
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateMar 2019
Total AUM$789.7M
Discretionary$789.7M
Non-Disc.$0
Employees177
Clients0
DateNov 2018
Total AUM$732.5M
Discretionary$732.5M
Non-Disc.$0
Employees153
Clients0
DateAug 2018
Total AUM$732.5M
Discretionary$732.5M
Non-Disc.$0
Employees153
Clients0
DateJul 2018
Total AUM$732.5M
Discretionary$732.5M
Non-Disc.$0
Employees153
Clients0
DateMar 2018
Total AUM$732.5M
Discretionary$732.5M
Non-Disc.$0
Employees153
Clients0
DateMar 2018
Total AUM$732.5M
Discretionary$732.5M
Non-Disc.$0
Employees153
Clients0
DateOct 2017
Total AUM$697M
Discretionary$697M
Non-Disc.$0
Employees110
Clients0
DateAug 2017
Total AUM$586.8M
Discretionary$586.8M
Non-Disc.$0
Employees110
Clients2,300
DateJun 2017
Total AUM$586.8M
Discretionary$586.8M
Non-Disc.$0
Employees110
Clients2,300
DateMar 2017
Total AUM$586.8M
Discretionary$586.8M
Non-Disc.$0
Employees110
Clients2,300
DateAug 2016
Total AUM$559M
Discretionary$559M
Non-Disc.$0
Employees109
Clients2,300
DateJun 2016
Total AUM$559M
Discretionary$559M
Non-Disc.$0
Employees109
Clients2,300
DateMar 2016
Total AUM$559M
Discretionary$559M
Non-Disc.$0
Employees109
Clients2,300
DateSep 2015
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees104
Clients2,100
DateMar 2015
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees104
Clients2,100
DateNov 2014
Total AUM$520.7M
Discretionary$520.7M
Non-Disc.$0
Employees124
Clients1,862
DateMar 2014
Total AUM$520.7M
Discretionary$520.7M
Non-Disc.$0
Employees124
Clients1,862
DateApr 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees140
Clients1,700
DateApr 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees140
Clients1,700
DateApr 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees140
Clients1,700
DateMar 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees140
Clients1,700
DateMar 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees140
Clients1,700
DateMar 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees140
Clients1,700
DateFeb 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees140
Clients1,700
DateJun 2012
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees51
Clients1,500
DateApr 2012
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees51
Clients1,500
DateFeb 2012
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees51
Clients1,500
DateFeb 2012
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees51
Clients1,500
DateJul 2011
Total AUM$295.7M
Discretionary$295.7M
Non-Disc.$0
Employees51
Clients--
DateMay 2011
Total AUM$295.7M
Discretionary$295.7M
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$295.7M
Discretionary$295.7M
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$295.7M
Discretionary$295.7M
Non-Disc.$0
Employees51
Clients--
DateMay 2009
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees51
Clients--
DateFeb 2007
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees51
Clients--
DateJan 2007
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees51
Clients--
DateJan 2004
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees51
Clients--
DateAug 2001
Total AUM$68.7M
Discretionary$68.7M
Non-Disc.$0
Employees51
Clients--