DBA: CARY STREET PARTNERS
| Total AUM | $10.25B |
| Discretionary | $6.95B68% of AUM |
| Non-Discretionary | $3.31B |
| Client Accounts | 16,731 |
| Avg Account Size | $613K |
| Employees | 182 |
| Peak AUM | $10.25BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.3B | +24.1% | +23.0% | +25.8% | |
| Discretionary AUM | |||||
| Total AUM | $10.25B |
| Discretionary | $6.95B |
| Employees | 182 |
| Client Accounts | 16731 |
| Client Range | More than 500 |
Address
901 EAST BYRD STREET
RICHMOND VA 23219
Phone
(804) 340-8100
Filing History
101 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$6.9B
67.8% of AUM
Non-Discretionary
$3.3B
32.2% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Custody
Total AUM
$10.3B
| $6.9B |
| +26.8% |
| +24.6% |
| +33.7% |
| Non-Disc. AUM | $3.3B | +18.7% | +19.8% | +15.2% |
| Total Accounts | 17k | +20.8% | +13.7% | +19.8% |
| Avg Account Size | $612,770.564 | +2.7% | +8.2% | +5.0% |
| Employees | 182 | +13.8% | +10.7% | +13.0% |
| AUM / Employee | $56M | +9.1% | +11.0% | +11.4% |
Client AUM Segments | |||||
| Wealth AUM | $8.9B | +26.4% | +23.4% | +26.3% | |
| Institutional AUM | $1.3B | +10.5% | +20.4% | +22.5% | |
Client Count Segments | |||||
| HNW Clients | 4k | +18.0% | +13.4% | +16.0% | |
| Institutional | 347 | +13.0% | +12.5% | +20.4% | |
| Individuals | 2k | +23.6% | +13.7% | +21.1% | |