Cary Street Partners

Registered investment adviser · Richmond, VA · CRD #128545

Form ADV data as of 2026-09-01

Regulatory assets

$10.25 billion

Total accounts

16,731

Employees

182

Disclosure events

Firm details

Website: https://www.linkedin.com/company/cary-street-partners
Telephone: (804) 340-8100
SEC file number: 801-64239
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$6.95 billion
Non-discretionary regulatory assets under management	$3.31 billion
Total regulatory assets under management	$10.25 billion
Discretionary accounts	10,130
Non-discretionary accounts	6,601
Total accounts	16,731
Regulatory assets under management attributable to non-U.S. persons	$35.3 million

People

Total employees (excluding clerical)	182
Employees performing investment advisory functions (including research)	85
Employees who are registered representatives of a broker-dealer	81
Employees registered as investment adviser representatives with a state	110
Employees registered as IARs for another investment adviser	4
Employees who are licensed insurance agents	52
Firms or persons who solicit advisory clients on the firm's behalf	10

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$1.82 billion
Clients for whom the firm has custody	1,093
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based feesOther

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Accountant or accounting firmInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	4,466	$1.46 billion
High net worth individuals	2,175	$7.45 billion
Pension and profit sharing plans (not the participants or government plans)	190	$802.1 million
Charitable organizations	53	$155.7 million
State or municipal government entities (including government pension plans)	1	$786,914
Insurance companies	3	$147.7 million
Corporations or other businesses not listed above	100	$237.7 million