Nfc Investments, LLC

NFC Investments, LLC, a registered investment adviser based in Memphis, TN, was established in June 2004 and is owned by Charles K Slatery, William V Thompson III, Emmel B Golden III, and Daniel T Butts. The firm offers discretionary investment advisory services to individual and institutional clients, managing accounts based on agreed-upon investment objectives, guidelines, and restrictions. NFC Investments maintains full investment discretion, selecting securities in line with clients' objectives. The firm had approximately $2 billion in client assets under management as of December 31, 2024. NFC Investments typically charges a 1.0% annual advisory fee based on assets under management, subject to negotiation. The firm may consider performance-based fees in certain situations, complying with regulatory requirements. Clients include individuals, high net worth individuals, institutions, and private investment funds, with a minimum account value of $1 million, which can be waived at the firm's discretion. NFC Investments primarily uses fundamental analysis for investment decisions, focusing on public equities and fixed income. The firm also engages in private investments, derivatives, and commodities. NFC Investments has a Code of Ethics and may use soft dollars for research. Clients receive quarterly reports detailing transactions and holdings. NFC Investments generally accepts accounts with full investment discretion, subject to client-imposed limitations. Proxy voting for client securities is either client-directed or delegated to NFC Investments based on client agreement. The firm has no financial commitments impairing its ability to meet client obligations.