Cary Street Partners
Richmond, VA·SEC-registered · CRD #128545
Cary Street Partners is an SEC-registered investment advisory firm in Richmond, VA managing $10B across 23k client accounts, with 85 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
23k
Advisory staff
85
Fee model
Fee-based
How Cary Street Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cary Street Partners
How much does Cary Street Partners manage?
Per its most recent SEC Form ADV filing (03/30/2026), Cary Street Partners reports $10B in regulatory assets under management across roughly 23k client accounts.
How does Cary Street Partners charge?
Cary Street Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cary Street Partners a fiduciary?
Yes. Cary Street Partners is registered with the U.S. Securities and Exchange Commission (CRD #128545), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cary Street Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cary Street Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cary Street Partners's public SEC Form ADV filing (CRD #128545, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cary Street Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cary Street Partners? Claim this profile.