RIA Intel›Advisers›Virginia›CARY STREET PARTNERS ASSET MANAGEMENT LLC

CARY STREET PARTNERS ASSET MANAGEMENT LLC

Advisory

N·RICHMOND, VA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+14.7%
3-Year CAGR
+11.6%
Employees
8
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$26M
Discretionary %98.2%
Total Clients1,724
Team
Total Employees8
Investment Advisers49
Employee Growth (1Y)+9.1%
Filing History
Total Filings on Record30
First FilingJul 12, 2017
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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