Firm profile

CARY STREET PARTNERS ASSET MANAGEMENT

RICHMOND, VACRD 289178Latest ADV March 31, 2026

Cary Street Partners Asset Management 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 31, 2026, reports $1.4B in regulatory assets under management, 49 employees, 2 offices, and 3,451 accounts.

Assets Under Management
$1.4B
Employees
49
Offices
2 offices
Total Clients
1,836
Primary office
RICHMOND, VA
901 EAST BYRD STREET, SUITE 1001, RICHMOND, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJoseph R. Schmuckler
CCONancy R. Oliver
CFOKevin L. Mitchell

Advisory services offered

6 types reported
Educational seminars/workshops
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
1,196
2
HNWI
33.1%
608
3
Corporations
0.7%
12
4
Charitable
0.5%
10
5
Pension Plans
0.4%
8
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$1.4Bas of March 31, 2026
Discretionary98.2%
$1.4B
98% of total RAUM98.2%
Non-discretionary1.8%
$26M
2% of total RAUM1.8%
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$1.4B
Total Accounts3,451
10Y AUM Change+$1.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees49
Clients per Employee37:1
10Y Employee Change+44 (+880.0%)

* 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.