Cary Street Partners Asset Management

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

98% of AUM

Avg account

$420K

Accounts

3,451

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 289178
Registered since: July 11, 2017
Website: carystreetpartners.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.86%
Individuals19.5%
Investment Companies6.28%
Corporations / Businesses2.23%
Insurance Companies1.8%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cary Street Partners Asset Management is a limited liability company operating as a non-independent retail registered investment adviser. The firm is SEC-registered (initial registration year 2017) and serves both individual/family and institutional clients. Fee arrangements combine percentage-of-AUM billing with fixed fees. The adviser functions as a capital allocator and engages in portfolio management across individuals, small businesses, investment companies and institutions, while also exercising manager selection responsibilities. Additional client-facing activities include publishing periodicals and running educational seminars and workshops. The firm is affiliated with broker-dealer, insurance, accounting, and other adviser entities and serves as sponsor or managing member for pooled investment vehicles.