Cary Street Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 30, 2026, reports $10.3B in regulatory assets under management, 182 employees, 24 offices, and 16,731 accounts.
Assets Under Management
$10.3B
Employees
182
Offices
24 offices
Total Clients
6,988
Primary office
RICHMOND, VA
901 EAST BYRD STREET, SUITE 1001, RICHMOND, VA, United States
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
4,466
2
HNWI
31.1%
2,175
3
Pension Plans
2.7%
190
4
Corporations
1.4%
100
5
Charitable
0.8%
53
Additional categories (<0.1%)
Insurance Cos.<5 clients
Government<5 clients
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.3Bas of March 30, 2026
Discretionary67.8%
$6.9B
68% of total RAUM67.8%
Non-discretionary32.2%
$3.3B
32% of total RAUM32.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.3B
Total Accounts16,731
10Y AUM Change+$8.9B (+676.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees182
Clients per Employee38:1
10Y Employee Change+111 (+156.3%)
* 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.