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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.