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CARY STREET PARTNERS ASSET MANAGEMENT
Legal name: CARY STREET PARTNERS ASSET MANAGEMENT LLC
CRD 289178File 801-110994
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.45B
Above cohort median (national)
Discretionary AUM
$1.42B
Non-discretionary $26.1M
Clients
1,836
3,451 accounts
Employees
49
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 11, 2017
- Principal office
- 901 EAST BYRD STREET, SUITE 1001, RICHMOND, VA, 23219
- Phone
- 804-340-8100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.45B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $26.1M
- Discretionary accounts
- 3,450
- Non-discretionary accounts
- 1
- Total accounts
- 3,451
- AUM per client
- $789K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $32.3M |
| Insurance companies | Fewer than 5 | $26.1M |
| Investment companies | 1 | $91.0M |
| Charitable organizations | 10 | $7.5M |
| High net worth individuals | 608 | $997.0M |
| Pension and profit sharing plans | 8 | $11.8M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 1,196 | $282.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- 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 | 48 | 49 | increased by1 |
| Apr 1, 2026 | Clients | 1,724 | 1,836 | increased by112 |
| Apr 1, 2026 | AUM | $1,491,784,665 | $1,447,830,806 | decreased by$43,953,859 |
| Apr 1, 2026 | Accounts | 3,255 | 3,451 | increased by196 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 48 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,336 | 1,724 | increased by388 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,290,278,675 | $1,491,784,665 | increased by$201,505,990 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,511 | 3,255 | increased by744 |
| Apr 1, 2022 | Employees | 36 | 37 | increased by1 |
| Apr 1, 2022 | Clients | 1,245 | 1,336 | increased by91 |
| Apr 1, 2022 | AUM | $1,007,494,715 | $1,290,278,675 | increased by$282,783,960 |
| Apr 1, 2022 | Accounts | 2,225 | 2,511 | increased by286 |
| 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.