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FRANKLIN STREET ADVISORS INC.
Legal name: FRANKLIN STREET ADVISORS, INC.
CRD 106275File 801-39635
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.53B
Top 25% of cohort (national)
Discretionary AUM
$4.53B
Clients
413
1,652 accounts
Employees
40
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 15, 1991
- Principal office
- 1450 RALEIGH ROAD, SUITE 300, CHAPEL HILL, NC, 27517-8833
- Phone
- 919-489-2600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.53B
- Discretionary AUM
- $4.53B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,652
- Non-discretionary accounts
- 0
- Total accounts
- 1,652
- AUM per client
- $11.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $567.9M |
| Charitable organizations | 11 | $93.6M |
| High net worth individuals | 317 | $3.60B |
| Pooled investment vehicles | 5 | $154.3M |
| State or municipal government entities | 2 | $60.1M |
| Individuals (other than high net worth individuals) | 62 | $53.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SECURITY RECOMMENDATIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 39 | 40 | increased by1 |
| Apr 1, 2026 | Clients | 414 | 413 | decreased by1 |
| Apr 1, 2026 | AUM | $3,930,236,135 | $4,530,294,967 | increased by$600,058,832 |
| Apr 1, 2026 | Accounts | 1,613 | 1,652 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 39 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 417 | 414 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,529,397,419 | $3,930,236,135 | increased by$400,838,716 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,531 | 1,613 | increased by82 |
| Apr 1, 2022 | Employees | 39 | 37 | decreased by2 |
| Apr 1, 2022 | Clients | 398 | 417 | increased by19 |
| Apr 1, 2022 | AUM | $2,955,385,971 | $3,529,397,419 | increased by$574,011,448 |
| Apr 1, 2022 | Accounts | 1,436 | 1,531 | increased by95 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FRANKLIN STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRANKLIN STREET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.