Franklin Street Advisors Inc.
Firm details
- Headquarters
- Chapel Hill, North Carolina
- CRD number
- 106275
- Registered since
- August 15, 1991
- Website
- franklin-street.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI79.49%
- Corporations / Businesses12.54%
- Pooled Investment Vehicles3.41%
- Charitable Organizations2.07%
- State / Municipal Government1.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Franklin Street Advisors Inc. is an independent, SEC-registered registered investment adviser (registered with the SEC in 1991) that serves both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and also performs selection of other advisers. Its fee arrangements include percentage-of-AUM, fixed fees and other structures. Franklin Street positions itself as a capital allocator that integrates third-party managers into client programs and identifies investment opportunities across public and private markets. The firm reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds7%
- State & Local Bonds6%
- Private Funds4%
Owners & executives
2 of 2
Cynthia Stroik
Chief Compliance OfficerCRD 5897597
Jonathan Reynolds
Senior Vice President & Chief Investment OfficerCRD 6782750
Contacts
3 of 22
Andrew James
PrincipalCRD 5653011
Charles Mahaffey
Principal, Relationship ManagerCRD 5731782
Craig Sullivan
Director of Fixed IncomeCRD 5263655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$12.2M in ETFs
100%
$12.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Mid Cap Value | $2.6M | 17,000 | 21.25% |
Location
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 1450 Raleigh Rd
- Time zone
- ET (UTC-5)
- Office locations
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