FIRST TRYON ADVISORS

FTA ASSET MANAGEMENT, LLC

CRD 332377 · SEC 801-131148

6101 CARNEGIE BLVD, SUITE 210, CHARLOTTE, NC, 28209, United States

Phone

704-926-2453

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.01B

Discretionary AUM

$12.1M

Team

13 total employees; 7 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Portfolio management (institutions)LOCAL&STATE MUNICPAL ENTITIES & OBLIGATED PERSONS

Type	Clients	AUM
Charitable organizations	14	$127.6M

MD, NC, FL

Official SEC filing: View on IAPD