CHAPEL HILL, NCCRD 106275Latest ADV March 30, 2026
Franklin Street Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated March 30, 2026, reports $4.5B in regulatory assets under management, 40 employees, and 1,652 accounts.
Assets Under Management
$4.5B
Employees
40
Offices
--
Total Clients
413
Primary office
CHAPEL HILL, NC
1450 RALEIGH ROAD, SUITE 300, CHAPEL HILL, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.8% of total clients.
Top client categories% of clientsClients
1
HNWI
76.8%
317
2
Individuals
15.0%
62
3
Corporations
3.9%
16
4
Charitable
2.7%
11
5
Pooled Investment Vehicles
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of March 30, 2026
Discretionary100.0%
$4.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.5B
Total Accounts1,652
10Y AUM Change+$2.7B (+145.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee10:1
10Y Employee Change+1 (+2.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.