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CARY STREET PARTNERS ASSET MANAGEMENT
CARY STREET PARTNERS ASSET MANAGEMENT LLC
CRD 289178 · SEC 801-110994
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
$1.45B
Discretionary AUM
$1.42B
Team
49 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1196 | $282.3M |
| High net worth individuals | 608 | $997.0M |
| Investment companies | 1 | $91.0M |
| Pension/profit sharing plans | 8 | $11.8M |
| Charitable organizations | 10 | $7.5M |
| Insurance companies | 1 | $26.1M |
| Corporations/business entities | 12 | $32.3M |
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