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| Cary Street Partners Asset Management LLC
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| CRD # | 289178 |
| SEC # | 801-110994 |
| CIK # | 0001845445 |
| AUM | 1,447.8 M (2026-03-31) |
| Employees | 49 (16% Investors, 22% Brokers) |
| Phone | 804-340-8100 |
| Address | 901 East Byrd Street Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845445 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| United Rentals Inc /DE | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,196 | 282.3 |
| (b) Individuals (high net worth individuals) | 608 | 997.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 91.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 11.8 |
| (h) Charitable organizations | 10 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 26.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 32.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,451 | 1,447.8 |
| By Discretionary | ||
| Discretionary | 3,450 | 1,421.7 |
| Non-Discretionary | 1 | 26.1 |
| Total | 3,451 | 1,447.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.0 | |
| United States Persons | 1,440.8 | |
| Total | 3,451 | 1,447.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845445] | |
| 13F-NT | [0001845445] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Cary Street Partners Investment Advisory LLC
✚
|
VA | 10.25 B |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1,447.8 M |
|
Tradition Asset Management LLC
✚
|
VA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Horan Wealth LLC
✚
|
OH | 1,470.0 M |
|
Activest Wealth Management LLC
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|
FL | 1,460.3 M |
|
Martel Wealth Advisors Inc
✚
|
WA | 1,459.4 M |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1,456.1 M |
|
Keating Financial Advisory Services Inc
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|
KS | 1,450.3 M |
|
MV Capital Management Inc
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|
MD | 1,439.6 M |
|
Pinkerton Wealth LLC
✚
|
ID | 1,439.1 M |
|
Isthmus Partners LLC
✚
|
WI | 1,438.5 M |
|
Portside Wealth Group LLC
✚
|
UT | 1,431.6 M |
|
United Advisor Group LLC
✚
|
OH | 1,426.5 M |