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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 Aug 17, 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 |
|---|---|---|---|
| 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.