Truist Advisory Services, Inc.
● SEC registered since 2016CRD 283390SEC# 801-107729Atlanta, GA
Reg. AUM
$77.39B
Employees
2,461
Accounts
129,307
Location
Atlanta, GA
Truist Advisory Services, Inc. assets under management
Truist Advisory Services, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $77.4 billion in regulatory assets under management and employs 2,461 people.
Truist Advisory Services, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Sean Dowhower Control | Chairman Of The Board | Under 5% | 2026 |
| Bryan Scott Cram Control | President, Chief Executive Officer And Vice Chairman | Under 5% | 2026 |
| Cecilia Baute Mavico Control | Secretary, Chief Operating Officer, Senior Vice Chairman | Under 5% | 2026 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Truist Advisory Services, Inc. manage?
Truist Advisory Services, Inc. reports $77.4 billion in regulatory assets under management on its Form ADV.
How many employees does Truist Advisory Services, Inc. have?
Truist Advisory Services, Inc. reports 2,461 employees.
Where is Truist Advisory Services, Inc. located?
Truist Advisory Services, Inc. is based in Atlanta, GA and has been SEC-registered since 2016.
Does Truist Advisory Services, Inc. disclose fund performance?
Truist Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 303 Peachtree Street, 2nd Floor, Atlanta, GA 30303 |
| Phone | 800-874-4770 |
| Fax | 404-827-6522 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1696868 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$77.39B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$77.39Bregulatory AUM
Discretionary $62.78BNon-discretionary $14.61B