CRD: 44430
First Citizens Investor Services, Inc.
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-16-1998
- Office Locations
- 279
Office Locations
About First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. is the investment services affiliate of First Citizens, serving retail and institutional clients with financial planning, portfolio construction, and self-directed investing support. Portfolios skew toward diversified ETF and public-fund allocations with complementary fixed income exposure. For distribution teams, the combination of Pershing custody and a large branch-based presence can enable broad advisor reach.
Reported data analysis
What the numbers show
Between December 10, 2025 and September 17, 2026, reported AUM increased 25.1%, from $2.1B to $2.6B.
Across 5 reported observations, AUM increased 61.6% between December 2, 2022 and September 17, 2026, from $1.6B to $2.6B.
Of the latest reported AUM, 0.1% is discretionary and 99.9% is non-discretionary.
The firm reports 164 advisory representatives and 7,645 clients, or 46.6 clients per representative. That equates to $343.5K in reported AUM per client.
The profile lists 279 reported office locations and 28 years in operation. The source data was last updated on September 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
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- Platform
- Services
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The full First Citizens Investor Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID LEE BILITER
President
- CRD
- #1690995
- Ownership
- Less than 5%
AMY CALVO FOLK
Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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HEATHER JOI ADAMS
--
- CRD
- #5548188
Landon Hoyt Adams
--
- CRD
- #8200477
Showing 2 of 746 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,153,383 | $286,671 |
| Non-Discretionary | $2,622,926,802 | $343,585 |
| Total | $2,626,080,185 | $343,503 |
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Separately Managed Accounts
SMA allocation detail is available
First Citizens Investor Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
Review the latest reported holdings
First Citizens Investor Services, Inc.'s 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.