First Carolina Financial Services, Inc. (FCBM) — Strategic Asset Allocation Index
First Carolina Financial Services, Inc. (FCBM) has a Strategic Asset Allocation Index of 93.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $331.64 Million) total $331.64 Million, measured against net assets of $353.35 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see FCBM market cap.
SAAI
Strategic Assets
PP&E
Net Assets
First Carolina Financial Services, Inc. Strategic Asset Allocation Index (2023–2025)
This chart shows how First Carolina Financial Services, Inc.'s Strategic Asset Allocation Index has evolved across 3 annual periods from 2023 to 2025. As of March 2026, the index stands at 93.9%, representing strategic assets of $331.64 Million against net assets of $353.35 Million USD. See debt-free asset ratio of First Carolina Financial Services, Inc. to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for First Carolina Financial Services, Inc. (2023–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for First Carolina Financial Services, Inc. from 2023 to 2025, covering 3 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. Also explore net asset momentum of First Carolina Financial Services, Inc. to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 90.0% | $312.09 Million | $- | $312.09 Million | $346.93 Million | ▲ +40.0 pp |
| 2024 | 50.0% | $168.62 Million | $- | $168.62 Million | $337.32 Million | ▼ -25.4 pp |
| 2023 | 75.3% | $202.19 Million | $- | $202.19 Million | $268.37 Million | — |