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| Truist Advisory Services Inc
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|---|---|
| CRD # | 283390 |
| SEC # | 801-107729 |
| CIK # | 0001696868 |
| AUM | 77.39 B (2026-06-30) |
| Employees | 2,461 (96% Investors, 81% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-874-4770 |
| Address | 303 Peachtree Street Atlanta, GA 30303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.9 | ||
| Apple Inc | 1.9 | ||
| Microsoft Corp | 1.7 | ||
| Coca Cola Co | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| Broadcom Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| AbbVie Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93,619 | 23.1 |
| (b) Individuals (high net worth individuals) | 32,526 | 47.6 |
| (c) Banking or thrift institutions | 5 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 147 | 0.0 |
| (h) Charitable organizations | 75 | 0.1 |
| (i) State or municipal government entities | 6 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,186 | 5.5 |
| (n) Other | 743 | 1.1 |
| Total | 129,307 | 77.4 |
| By Discretionary | ||
| Discretionary | 114,918 | 62.8 |
| Non-Discretionary | 14,389 | 14.6 |
| Total | 129,307 | 77.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 77.0 | |
| Total | 129,307 | 77.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001696868] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 509 (1 non-US) |
| Serves | Institutional, Retail, Research |
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