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| Happy Holidays!! thanks for using AUM13F!! |
| Cary Street Partners Asset Management LLC
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| CRD # | 289178 |
| SEC # | 801-110994 |
| CIK # | 0001845445 |
| AUM | $1.5 B (2025-06-27) |
| Employees | 48 (19% Investors, 23% Brokers) |
| Phone | 804-340-8100 |
| Address | 901 East Byrd Street Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,123 | 253.5 |
| (b) Individuals (high net worth individuals) | 573 | 912.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 130.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 33.6 |
| (h) Charitable organizations | 10 | 7.1 |
| (i) State or municipal government entities | 1 | 103.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 21.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 29.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,255 | 1,491.8 |
| By Discretionary | ||
| Discretionary | 3,254 | 1,469.9 |
| Non-Discretionary | 1 | 21.9 |
| Total | 3,255 | 1,491.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 1,485.5 | |
| Total | 3,255 | 1,491.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845445] | |
| 13F-NT | [0001845445] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cary Street Partners Investment Advisory LLC
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|
VA | 8.3 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.5 |
|
Tradition Asset Management LLC
✚
|
VA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weatherly Asset Management LP
✚
|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
✚
|
1.5 | |
|
M Financial Asset Management Inc
✚
|
OR | 1.5 |
|
SHP Wealth Management LLC
✚
|
MA | 1.5 |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1.5 |
|
Independence Square Holdings LLC
✚
|
PA | 1.5 |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1.5 |
|
HBW Advisory Services LLC
✚
|
CA | 1.5 |
|
ERN Financial LLC
✚
|
WI | 1.5 |
|
Clear Creek Financial Management LLC
✚
|
WA | 1.5 |