RIA IntelAdvisersAlabamaFRANKLIN STREET CAPITAL LLC

FRANKLIN STREET CAPITAL LLC

Advisory

AL

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in AL
#150
of 158 advisers by AUM
Average account
$1M
across 34 accounts
AUM per adviser
$48M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$48M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

INVESTMENT COUNSELORS OF ALABAMA INC
BIRMINGHAM, AL
$48M
+23.9% 1Y
PROVIDENCE WEALTH ADVISORS, LLC
$49M
H/N MANAGEMENT, LLC
BIRMINGHAM, AL
$45M
+2.6% 1Y
FIRST LEGACY SECURITIES, LLC
HELENA, AL
$45M
0.0% 1Y
BAEHR, CELIA MANN
MOBILE, AL
$45M
BOOTH FINANCIAL PLANNING, LLC
BIRMINGHAM, AL
$43M

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