Investment adviser · CRD 289178

CARY STREET PARTNERS ASSET MANAGEMENT

Investment adviser filing (IA)

CARY STREET PARTNERS ASSET MANAGEMENT LLC

RICHMOND, VA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $1.45B
Client accounts: 3,451
Employees: 49
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	608	$996,955,069	68.9%
Individuals	1,196	$282,255,626	19.5%
Investment companies	1	$90,994,131	6.3%
Corporations & businesses	12	$32,255,033	2.2%
Insurance companies	Fewer than 5	$26,107,444	1.8%
Retirement plans	8	$11,808,187	0.8%
Charities	10	$7,455,316	0.5%
Government entities	Fewer than 5	$0	0.0%

Filing source

Form ADV 2083405 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

901 EAST BYRD STREET, SUITE 1001
RICHMOND, VA, 23219, United States

CRD 289178

Filing source

Form ADV 2083405 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.