CARY STREET PARTNERS

Legal name: CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD 128545File 801-64239

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$10.25B

Top 10% of cohort (national)

Discretionary AUM

$6.95B

Non-discretionary $3.31B

Clients

6,988

16,731 accounts

Employees

182

Top 10% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 12, 2005
Principal office: 901 EAST BYRD STREET, SUITE 1001, RICHMOND, VA, 23219
Phone: (804) 340-8100
Website: https://www.linkedin.com/company/cary-street-partners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $10.25B
Discretionary AUM: $6.95B
Non-discretionary AUM: $3.31B
Discretionary accounts: 10,130
Non-discretionary accounts: 6,601
Total accounts: 16,731
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	100	$237.7M
Insurance companies	Fewer than 5	$147.7M
Charitable organizations	53	$155.7M
High net worth individuals	2,175	$7.45B
Pension and profit sharing plans	190	$802.1M
State or municipal government entities	Fewer than 5	$787K
Individuals (other than high net worth individuals)	4,466	$1.46B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — REVENUE SHARING WITH CERTAIN THIRD PARTIES
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

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.