Data / Investment advisers / Virginia / Cary Street Partners
Cary Street Partners, Richmond, VA: $10.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cary Street Partners is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $10.3 billion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Cary Street Partners (CRD number 128545): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 128545
- SEC file number
- 801-64239
- SEC status
- Approved, effective August 12, 2005
- Legal name
- Cary Street Partners Investment Advisory LLC
- Main office
- 901 East Byrd Street Suite 1001, Richmond, VA 23219
- Phone
- (804) 340-8100
- Regulatory AUM
- $10,252,264,301 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $6,946,067,015
- Non discretionary AUM
- $3,306,197,286
- Accounts
- 16,731
- Employees
- 182, of which 85 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Other offices
- 24
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,175 | $7.45 billion |
| Individuals (other than high net worth individuals) | 4,466 | $1.46 billion |
| Pension and profit sharing plans | 190 | $802.1 million |
| Corporations or other businesses | 100 | $237.7 million |
| Charitable organizations | 53 | $155.7 million |
| Insurance companies | 3 | $147.7 million |
| State or municipal government entities | 1 | $786,914 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $10.25 billion | March 30, 2026 |
| December 1, 2025 | $8.26 billion | June 27, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Davenport & Company LLC | Richmond | $24.70 billion | 3 | adviserinfo.sec.gov |
| Thompson Siegel & Walmsley LLC | Richmond | $21.15 billion | 4 | adviserinfo.sec.gov |
| The London Company of Virginia | Richmond | $14.89 billion | Not listed | adviserinfo.sec.gov |
| Agincourt Capital Management, LLC | Richmond | $9.95 billion | Not listed | adviserinfo.sec.gov |
| Spider Management Company, LLC | Richmond | $8.11 billion | 1 | adviserinfo.sec.gov |
| Richmond Capital Management Inc | Richmond | $5.93 billion | 2 | adviserinfo.sec.gov |
| Brockenbrough | Richmond | $5.49 billion | 58 | adviserinfo.sec.gov |
| Heritage Wealth Advisors | Richmond | $4.86 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cary Street Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.