Cary Street Partners Investment Advisory LLC
● SEC registered since 2005CRD 128545SEC# 801-64239Richmond, VA
Reg. AUM
$10.25B
Employees
182
Accounts
16,731
Location
Richmond, VA
Cary Street Partners Investment Advisory LLC assets under management
Cary Street Partners Investment Advisory LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2005. It reports $10.3 billion in regulatory assets under management and employs 182 people.
Cary Street Partners Investment Advisory LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cary Street Partners Financial LLC ("cspf") Control | Member | Over 75% | 2004 |
| Joseph Redmond Schmuckler Control | Chief Executive Officer (cspf) | Under 5% | 2015 |
| Kevin Lee Mitchell Control | Chief Financial Officer, Director | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Cary Street Partners Investment Advisory LLC manage?
Cary Street Partners Investment Advisory LLC reports $10.3 billion in regulatory assets under management on its Form ADV.
How many employees does Cary Street Partners Investment Advisory LLC have?
Cary Street Partners Investment Advisory LLC reports 182 employees.
Where is Cary Street Partners Investment Advisory LLC located?
Cary Street Partners Investment Advisory LLC is based in Richmond, VA and has been SEC-registered since 2005.
Does Cary Street Partners Investment Advisory LLC disclose fund performance?
Cary Street Partners Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 901 East Byrd Street, Suite 1001, Richmond, VA 23219 |
| Phone | (804) 340-8100 |
| Fax | (804) 381-6055 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1766904 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.25B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$10.25Bregulatory AUM
Discretionary $6.95BNon-discretionary $3.31B