First Carolina Financial Services, Inc. (FCBM) — Strategic Asset Allocation Index

Latest as of June 2026: 8.4%

First Carolina Financial Services, Inc. (FCBM) has a Strategic Asset Allocation Index of 8.4% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $36.34 Million) total $36.34 Million, measured against net assets of $431.20 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check First Carolina Financial Services, Inc. tangible equity quality to evaluate the tangible quality of the company's equity base.

SAAI

8.4%
Strategic Assets / Net Assets

Strategic Assets

$36.34 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$431.20 Million
USD

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 June 2026, the index stands at 8.4%, representing strategic assets of $36.34 Million against net assets of $431.20 Million USD.

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. For live market cap and overall valuation, see First Carolina Financial Services, Inc. market cap and net worth.

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 —
pp = percentage points