CARY STREET PARTNERS ASSET MANAGEMENT

RIASEC RegisteredEst. 2017

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 an LLC that registered with the SEC in 2017 and operates as a capital allocator for both individual/family and institutional clients. The firm charges asset-based fees and fixed fees, and its advisory scope includes portfolio management for individuals, small businesses, investment companies and other institutions. It also provides manager selection, publishes periodicals or newsletters, and runs educational seminars and workshops. The firm is not positioned as an ESG investor and does not identify as a multi-state or pension-consulting adviser. Cary Street Partners maintains a range of industry relationships — including broker-dealer, other investment adviser, accounting and insurance connections — and serves as sponsor or GP/managing member for pooled investment vehicles.