CARY STREET PARTNERS

RICHMOND, VA

(804) 340-8100

SEC #801-64239

Total AUM

$10.3B

Employees

182

Clients

6,988

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

901 EAST BYRD STREET
SUITE 1001
RICHMOND
VA 23219
United States

Operating Hours

8:30AM - 5:00PM
Monday - Friday

Phone

(804) 340-8100

Other Offices

Financials

Total AUM

$10.3B

Accounts

16,731

Discretionary

$6.9B

Accounts

10,130

Non-Discretionary

$3.3B

Accounts

6,601

Clients

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Individual Clients

4,466

AUM

$1.5B

HNW Individual Clients

2,175

AUM

$7.4B

Pension/Profit Sharing Plan Clients

190

AUM

$802.1M

Charitable Organization Clients

AUM

$155.7M

Government Entity Clients

AUM

$786.9K

Insurance Company Clients

AUM

$147.7M

Corporation or Business Clients

100

AUM

$237.7M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based

Other Compensation

REVENUE SHARING WITH CERTAIN THIRD PARTIES

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 6 business affiliates.

Claimed Affiliates

Reported as an affiliate by 2 other businesses.