RIA Intel›Advisers›South Carolina›BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Advisory

N·GREENVILLE, SC

Data as of Apr 21, 2020 · Source: SEC Form ADV

Total AUM

$9.0B

1-Year AUM Growth

+22.3%

3-Year CAGR

+13.8%

Employees

53

Assets Under Management

Total AUM$9.0B

Discretionary AUM$4.4B

Non-Discretionary AUM$4.6B

Discretionary %48.9%

Total Clients—

Team

Total Employees53

Investment Advisers54

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingFeb 23, 2001

Latest FilingApr 21, 2020

🔒 Full AUM trend chart and 53 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.