CARY STREET PARTNERS

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD 128545 · SEC 801-64239

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901 EAST BYRD STREET, SUITE 1001, RICHMOND, VA, 23219, United States

Phone

(804) 340-8100

Fax

(804) 381-6055

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$10.25B

Discretionary AUM

$6.95B

Team

182 total employees; 85 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; REVENUE SHARING WITH CERTAIN THIRD PARTIES

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	4466	$1.46B
High net worth individuals	2175	$7.45B
Pension/profit sharing plans	190	$802.1M
Charitable organizations	53	$155.7M
State/municipal entities	1	$787K
Insurance companies	3	$147.7M
Corporations/business entities	100	$237.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD