FIRST TRYON ADVISORS
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 332377
- Registered since
- September 25, 2024
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government87.37%
- Charitable Organizations12.63%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Tryon Advisors is an SEC-registered limited liability company that provides portfolio management services to institutional clients, with a stated focus on managing investments for businesses and other institutions. The firm registered with the SEC in 2024 and is owned by a combination of a domestic entity and an individual. It does not position itself as a capital allocator and does not identify as a multi-state or pension consultant adviser. First Tryon is not an active ESG investor. Fee arrangements include AUM-based charges alongside hourly and fixed-fee engagements, indicating flexibility in billing for institutional mandates or project work. The firm lists affiliations with a broker-dealer and operates as a registered municipal advisor, suggesting capabilities to advise on municipal-related matters in addition to its portfolio management practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents53%
- US Government Bonds27%
- State & Local Bonds14%
- Sovereign Bonds5%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2Tina Taylor
CFOCRD 7203745
HEBER BRUNNEMER
Chief Executive OfficerCRD 2758256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 6101 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
VERUM PARTNERS LLC
RIACharlotte, NC
BLUEPRINT FINANCIAL ADVISORS
RIACharlotte, NC
PROVIDENCE CAPITAL ADVISORS, LLC
RIACharlotte, NC
KIAN CAPITAL PARTNERS, LLC
RIACharlotte, NC
LAUREL WEALTH ADVISORS, LLC
RIACharlotte, NC
FCA PARTNERS, LLC
RIACharlotte, NC