Key facts
- Truist Financial (NYS: TFC) is a other based in Charlotte, North Carolina.
- Truist Financial (NYS: TFC) reports $376.4M in regulatory assets under management, per its SEC Form ADV (2026-04).
About Truist Financial (NYS: TFC)
Truist is a banking institution based in Charlotte, North Carolina. Established in 1871, the bank serves clients in a number of high-growth markets in the country, offering a range of financial services, such as retail, commercial real estate, payments, small business and commercial banking, corporate and institutional banking, specialized lending solutions, and more. It was formed by the historic merger of equals of BB&T and SunTrust. The assets are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-04 · CRD 283390- Regulatory AUM
- $376.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 2461
- Registered office
- ATLANTA, GA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TRUIST ADVISORY SERVICES, INC.).
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Portfolio
No portfolio companies for Truist Financial (NYS: TFC) are on record yet. Positions surface from round participations, filings, and coverage.
Frequently asked
- What is Truist Financial (NYS: TFC)'s AUM?
- Truist Financial (NYS: TFC) manages approximately $376.4M in assets.