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AllocatorsInvestment consultantinstitutional manager

First Horizon Advisors

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:c31732c5-ca01-4f05-955d-1d7992085b7a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

FIRST HORIZON ADVISORS, INC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 3Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $3.6BForm ADV
Discretionary RAUM: $10B
Pension plan clients (ADV): 51
Recommended commitments: 0derived
Latest client year end: May 31, 2023
CRD: 17117

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
TOP Flight, Inc. Employees' Pension Plan	Directed trustee	Jun 1, 2022	May 31, 2023	no	fact
Personal Finance Company LLC Retirement Plan and Trust Agreement	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact
Touro Infirmary Retirement Plan	trustee	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (3)

← TOP Flight, Inc. Employees' Pension PlanPlanDirected trustee
Jun 1, 2022 to May 31, 2023factForm 5500
← Touro Infirmary Retirement PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Personal Finance Company LLC Retirement Plan and Trust AgreementPlanGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant changed
First Horizon Advisors no longer appears on Personal Finance Company LLC Retirement Plan and Trust Agreement's Schedule C as general consultant (plan year 2023 vs 2022)
Form 5500observed 4 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:c31732c5-ca01-4f05-955d-1d7992085b7a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

First Horizon Advisors

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:c31732c5-ca01-4f05-955d-1d7992085b7a

Plan

Role

From

Current

Evidence

TOP Flight, Inc. Employees' Pension Plan

Directed trustee

Jun 1, 2022

May 31, 2023

fact

Personal Finance Company LLC Retirement Plan and Trust Agreement

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Touro Infirmary Retirement Plan

trustee

Jan 1, 2022

Dec 31, 2022

fact