Nfc Investments, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 157
- Avg AUM / client
- $13.6M
- Accounts
- 164
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 126 | $520M | 24.3% |
| Pooled investment vehicles (non-investment companies) | 5 | $305M | 14.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.2M | 0.39% |
| Charitable organizations | Fewer than 5 clients | $12.7M | 0.59% |
| Insurance companies | 13 | $895M | 41.9% |
| Corporations and other businesses | 13 | $396M | 18.5% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $290M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Nfc Partners, Llc | Hedge Fund | Tennessee | $118M | 45 |
| Nfc Insurance Partners, Llc | Hedge Fund | Tennessee | $93.6M | 40 |
| Wbl Partners, Llc | Private Equity Fund | Tennessee | $39.3M | 10 |
| Nfc Arizona Renewables, Llc | Private Equity Fund | Tennessee | $34.0M | 45 |
| Knox Holdings, Llc | Private Equity Fund | Tennessee | $5.1M | 15 |
| Deleo Holdings, Llc | Other Private Fund | Tennessee | $0 | 15 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Kyle Slatery | Chief Executive Officer; Member | Jun 2004 (22y) | 50% – 75% | |
| William Van Thompson | President; Chief Compliance Officer; Secretary; Member | CFA | Jan 2006 (21y) | 10% – 25% |
| Golden, Emmel, Bernhardt | Vice President; Member | Jan 2010 (17y) | Less than 5% | |
| Haslam, Susan, Bagwell | Member | Jul 2014 (12y) | 5% – 10% | |
| Butts, Daniel, Tyler | Vice President; Chief Investment Officer; Member | Jun 2019 (7y) | Less than 5% | |
| Haslam, William, Edward | Member | Jun 2019 (7y) | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $290M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Nfc Partners, Llc | Hedge Fund | $118M | $1.0M | 45 |
| Nfc Insurance Partners, Llc | Hedge Fund | $93.6M | $1.0M | 40 |
| Wbl Partners, Llc | Private Equity Fund | $39.3M | $0 | 10 |
| Nfc Arizona Renewables, Llc | Private Equity Fund | $34.0M | $100K | 45 |
| Knox Holdings, Llc | Private Equity Fund | $5.1M | $100K | 15 |
| Deleo Holdings, Llc | Other Private Fund | $0 | $0 | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 2.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Manufacturers & Traders Bank $530M (25% of AUM) Feb 2026
- Wilmington Trust Investment Advisors, Inc $437M (33% of AUM) Jan 2018
- Raymond James $322M (15% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗