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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 Oct 1, 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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 166 | 182 | increased by16 |
| Apr 1, 2026 | Clients | 5,851 | 6,988 | increased by1,137 |
| Apr 1, 2026 | AUM | $8,263,891,736 | $10,252,264,301 | increased by$1,988,372,565 |
| Apr 1, 2026 | Accounts | 13,853 | 16,731 | increased by2,878 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 160 | 166 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 108 | 160 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,210 | 5,851 | increased by2,641 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,946,154,707 | $8,263,891,736 | increased by$4,317,737,029 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,310 | 13,853 | increased by6,543 |
| Apr 1, 2022 | Employees | 99 | 108 | increased by9 |
| Apr 1, 2022 | Clients | 3,093 | 3,210 | increased by117 |
| Apr 1, 2022 | AUM | $3,254,677,385 | $3,946,154,707 | increased by$691,477,322 |
| Apr 1, 2022 | Accounts | 6,776 | 7,310 | increased by534 |
| 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 “CARY STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARY 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.