| 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 |
Cary Street Partners Investment Advisory LLC reports $8.3 billion in regulatory assets under management on its Form ADV.
Cary Street Partners Investment Advisory LLC reports 166 employees.
Cary Street Partners Investment Advisory LLC is based in Richmond, VA and has been SEC-registered since 2005.
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.
| 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 |
| Discretionary | $5.48B |
| Non-discretionary | $2.79B |
| Total (RAUM) | $8.26B |