FRANKLIN STREET ADVISORS INC.

RIASEC RegisteredEst. 1991
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$2.7M
Accounts
1,652
Employees
40
Advisory reps
24

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

FINTRX

Overview

Franklin Street Advisors Inc. is an independent, SEC-registered registered investment adviser that has been active since 1991. It operates as a capital allocator for both individual and institutional clients, offering fee arrangements that include percentage of AUM, fixed fees, and other structures. The firm provides portfolio management across individuals/small businesses, pooled investment vehicles, and institutional/business clients, and it also performs selection of other advisers. Franklin Street identifies as an active ESG investor and reports a mix of roles and affiliations that include broker-dealer relationships, municipal-advisory capabilities, banking/trust/insurance ties, and sponsorship or GP roles in pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 14%, Investment Grade Corp Bonds 7%, State & Local Bonds 6%, Private Funds 4%, US Government Bonds 3%, Cash & Cash Equivalents 3%, Other 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds14%
  • Investment Grade Corp Bonds7%
  • State & Local Bonds6%
  • Private Funds4%

Owners & executives

2 of 2

  • JONATHAN REYNOLDS

    Senior Vice President & Chief Investment OfficerCRD 6782750

  • CYNTHIA STROIK

    Chief Compliance OfficerCRD 5897597

Contacts

3 of 22

  • CAROL MANZON

    Managing DirectorCRD 2415219

  • CHARLES MAHAFFEY

    Principal, Relationship ManagerCRD 5731782

  • LORI FRISCHER

    Senior Vice PresidentCRD 3073031

Unlock 19 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$776M in ETFs

Passive

100%

$776M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$151M1,133,16219.41%
Unlock additional holdings →

Location

Primary office

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

Similar firms

ETON ADVISORS

RIA

CHAPEL HILL, NC

AUM $1.9BTEAM 11REPS 9

TRUEBRIDGE CAPITAL PARTNERS

RIA

CHAPEL HILL, NC

AUM $11.2BTEAM 43REPS 2

MORGAN CREEK CAPITAL MANAGEMENT, LLC

RIA

CHAPEL HILL, NC

AUM $1.8BTEAM 29REPS 3

DELEGATE ADVISORS, LLC

RIA

CHAPEL HILL, NC

AUM $1.7BTEAM 13REPS 5

ABSHER WEALTH MANAGEMENT, LLC

RIA

CHAPEL HILL, NC

AUM $1.3BTEAM 9REPS 7

HAMILTON POINT INVESTMENT ADVISORS, LLC

RIA

CHAPEL HILL, NC

AUM $1.2BTEAM 12REPS 9
More RIAs in CHAPEL HILL →All North Carolina RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth