FRANKLIN STREET ADVISORS INC.

FRANKLIN STREET ADVISORS, INC.

CRD 106275 · SEC 801-39635

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1450 RALEIGH ROAD, SUITE 300, CHAPEL HILL, NC, 27517-8833, United States

Phone

919-489-2600

Fax

919-490-4415

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.53B

Discretionary AUM

$4.53B

Team

40 total employees; 18 advisory reps; 7 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees; SECURITY RECOMMENDATIONS

Org form

Corporation

Filing date

2026-05-22

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersINVESTMENT ADVICE

Client types

Type	Clients	AUM
Individuals	62	$53.0M
High net worth individuals	317	$3.60B
Pooled investment vehicles	5	$154.3M
Charitable organizations	11	$93.6M
State/municipal entities	2	$60.1M
Corporations/business entities	16	$567.9M

States served

CA, GA, LA, MA, NJ, NY, NC, SC, TN, VA, TX, FL

All web addresses on file

HTTP://WWW.FRANKLIN-STREET.COM/
HTTP://WWW.FSPNC.COM
HTTP://WWW.FRANKLINSTREETPARTNERS.COM/

Official SEC filing: View on IAPD