{"url":"https://nivawealth.com/firms/cary-street-partners-investment-advisory-128545","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/128545","regulatoryAum":10252264301,"crd":"128545","secFileNumber":"801-64239","legalName":"Cary Street Partners Investment Advisory LLC","displayName":"Cary Street Partners Investment Advisory","website":"https://carystreetpartners.com","linkedinUrl":"https://www.linkedin.com/company/cary-street-partners","founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"901 East Byrd Street, Suite 1001","city":"Richmond","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23219"},"tradeNames":["Cary Street Partners"],"registration":{"secApproved":"12 August 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":182,"advisory":85,"brokerDealerReps":81,"insuranceAgents":52,"promoters":10},"aum":{"discretionary":6946067015,"discretionaryAccounts":10130,"nonDiscretionary":3306197286,"nonDiscretionaryAccounts":6601,"wrapProgram":1413944866,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":4466,"regulatoryAum":1463024553},{"label":"High-net-worth individuals","clients":2175,"regulatoryAum":7445316855},{"label":"Pension and profit-sharing plans","clients":190,"regulatoryAum":802054344},{"label":"Charitable organizations","clients":53,"regulatoryAum":155714662},{"label":"State or municipal government entities","clients":1,"regulatoryAum":786914},{"label":"Insurance companies","clients":3,"regulatoryAum":147675068},{"label":"Corporations and other businesses","clients":100,"regulatoryAum":237691905}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Wells Fargo Clearing Services, LLC","shortName":"Wells Fargo Clearing Services","location":"ST. 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They include 4,466 other individuals, 2,175 high-net-worth individuals and 190 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cary Street Partners Investment Advisory offer?","answer":"Cary Street Partners Investment Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cary Street Partners Investment Advisory use?","answer":"Cary Street Partners Investment Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4,839,153,671 and Wells Fargo Clearing Services, LLC (ST. Louis, MO), with $3,849,805,863. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cary Street Partners Investment Advisory have?","answer":"Cary Street Partners Investment Advisory has 110 investment adviser representatives registered with state securities authorities, out of 182 employees, and 85 perform investment advisory functions. 81 are registered representatives of a broker-dealer and 52 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cary Street Partners Investment Advisory invest in?","answer":"At the end of its last fiscal year, Cary Street Partners Investment Advisory’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 6% cash and equivalents, 4% state and local bonds, 3% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% annuities, limited partnerships. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cary Street Partners Investment Advisory?","answer":"Cary Street Partners Investment Advisory is owned through a chain of holding companies by Civc Partners Fund VII, L.P. Its direct owners are Cary Street Partners (75% or more) and Cary Street Partners Financial LLC (\"CSPF\") (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cary Street Partners Investment Advisory get paid?","answer":"Cary Street Partners Investment Advisory is paid through a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other arrangements. 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Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}