Cary Street Partners

Registered investment advisor · Richmond, Virginia · CRD #128545

Assets Under Management

$10.3B

Client Accounts

16,731

Employees

182

CRD Number

128545

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Wells Fargo Clearing Services, Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Cary Street Partners

Cary Street Partners is an independent wealth management firm based in Richmond, Virginia, founded in 2002. The firm operates through 20 offices across seven states, providing comprehensive services to individuals, families, and institutions. Cary Street Partners emphasizes a partnership culture that values transparency, innovation, and clear communication to support client growth in complex market environments. The firm offers a variety of wealth management solutions, including portfolio advis

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Cary Street Partners

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Cary Street Partners's AUM?

Cary Street Partners reports approximately $10.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cary Street Partners headquartered?

Cary Street Partners is headquartered in Richmond, Virginia.

What is Cary Street Partners's CRD number?

Cary Street Partners's CRD number is 128545. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.