Wealth Manager
    SEC Registered

    Franklin Street Advisors Inc.

    Registered investment advisor · Chapel Hill, North Carolina · CRD #106275

    Assets Under Management
    $4.5B
    Client Accounts
    1,652
    Employees
    40
    CRD Number
    106275
    Registration
    SEC Registered
    Custodian
    Sei Private Trust Company, Fidelity Brokerage Services Llc

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

    About Franklin Street Advisors Inc.

    Since our founding in 1990, Franklin Street Partners has served as a strategic advisor assisting institutions, families and business owners.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Franklin Street Advisors Inc.

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    Frequently Asked Questions

    What is Franklin Street Advisors Inc.'s AUM?

    Franklin Street Advisors Inc. reports approximately $4.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Franklin Street Advisors Inc. headquartered?

    Franklin Street Advisors Inc. is headquartered in Chapel Hill, North Carolina.

    What is Franklin Street Advisors Inc.'s CRD number?

    Franklin Street Advisors Inc.'s CRD number is 106275. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Franklin Street Advisors Inc. manage?

    Franklin Street Advisors Inc. manages approximately 1,652 client accounts according to its latest SEC filing.

    Is Franklin Street Advisors Inc. SEC registered?

    Yes, Franklin Street Advisors Inc. is registered with the SEC as an investment adviser with an approved registration status.

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