FRANKLIN STREET ADVISORS, INC.
Legal name: FRANKLIN STREET ADVISORS INC.
CRD #106275 SEC #801-39635 CHAPEL HILL, NC 919-489-2600
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$3.9B
Employees
39
Clients
--
Accounts
1,613
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $3.9B | $3.9B | $0 | 39 | 7 |
| May 2025 | $3.9B | $3.9B | $0 | 39 | 7 |
| Mar 2025 | $3.9B | $3.9B | $0 | 39 | 7 |
| Apr 2024 | $3.5B | $3.5B | $0 | 39 | 7 |
| Mar 2024 | $3.5B | $3.5B | $0 | 39 | 7 |
| Oct 2023 | $3B | $3B | $0 | 37 | 7 |
| Oct 2023 | $3B | $3B | $0 | 37 | 7 |
| Aug 2023 | $3B | $3B | $0 | 37 | 7 |
| May 2023 | $3B | $3B | $0 | 37 | 7 |
| Mar 2023 | $3B | $3B | $0 | 37 | 7 |
| Oct 2022 | $3.5B | $3.5B | $0 | 37 | 7 |
| Mar 2022 | $3.5B | $3.5B | $0 | 37 | 7 |
| Nov 2021 | $3B | $3B | $0 | 39 | 5 |
| Nov 2021 | $3B | $3B | $0 | 39 | 5 |
| May 2021 | $3B | $3B | $0 | 39 | 5 |
| Mar 2021 | $3B | $3B | $0 | 39 | 5 |
| Dec 2020 | $2.6B | $2.6B | $0 | 38 | 4 |
| Dec 2020 | $2.6B | $2.6B | $0 | 38 | 4 |
| Jun 2020 | $2.6B | $2.6B | $0 | 38 | 4 |
| Mar 2020 | $2.6B | $2.6B | $0 | 38 | 4 |
| Nov 2019 | $2.2B | $2.2B | $0 | 38 | 3 |
| Mar 2019 | $2.2B | $2.2B | $0 | 38 | 3 |
| Nov 2018 | $2.2B | $2.2B | $0 | 39 | 2 |
| Jul 2018 | $2.2B | $2.2B | $0 | 39 | 2 |
| Apr 2018 | $2.2B | $2.2B | $0 | 39 | 2 |
| Mar 2018 | $2.2B | $2.2B | $0 | 39 | 2 |
| Sep 2017 | $1.8B | $1.8B | $6M | 39 | 400 |
| Aug 2017 | $1.8B | $1.8B | $6M | 39 | 400 |
| Jun 2017 | $1.8B | $1.8B | $6M | 39 | 400 |
| May 2017 | $1.8B | $1.8B | $6M | 39 | 400 |
| Mar 2017 | $1.8B | $1.8B | $6M | 39 | 400 |
| Jun 2016 | $2B | $1.8B | $216.9M | 37 | 400 |
| Apr 2016 | $2B | $1.8B | $216.9M | 37 | 400 |
| Mar 2016 | $2B | $1.8B | $216.9M | 37 | 400 |
| Jun 2015 | $2.2B | $1.9B | $261.3M | 40 | 300 |
| Mar 2015 | $2.2B | $1.9B | $261.3M | 40 | 300 |
| Jun 2014 | $2.1B | $1.8B | $269.8M | 39 | 300 |
| Apr 2014 | $2.1B | $1.8B | $269.8M | 39 | 300 |
| Mar 2014 | $2.1B | $1.8B | $269.8M | 39 | 300 |
| Dec 2013 | $1.7B | $1.5B | $244.8M | 37 | 300 |
| Aug 2013 | $1.7B | $1.5B | $244.8M | 37 | 300 |
| Aug 2013 | $1.7B | $1.5B | $244.8M | 37 | 300 |
| Apr 2013 | $1.7B | $1.5B | $244.8M | 37 | 300 |
| Mar 2013 | $1.7B | $1.5B | $244.8M | 37 | 300 |
| Apr 2012 | $1.6B | $1.3B | $230.5M | 11 | 300 |
| Mar 2012 | $1.6B | $1.3B | $230.5M | 11 | 300 |
| Mar 2009 | $1.6B | $1.2B | $426.6M | -- | -- |
| Jan 2007 | $1.8B | $1.4B | $456.9M | -- | -- |
| Feb 2006 | $1.5B | $1.1B | $407.2M | -- | -- |
| Sep 2005 | $1.4B | $1.3B | $72.2M | -- | -- |
| Mar 2004 | $1.1B | $1B | $65.5M | -- | -- |
| Mar 2002 | $1.3B | $1.3B | $68.9M | -- | -- |
| Oct 2001 | $1.4B | $1.4B | $59.7M | -- | -- |
| Jun 2001 | $1.4B | $1.4B | $59.7M | -- | -- |
DateAug 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees39
Clients7
DateMay 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees39
Clients7
DateMar 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees39
Clients7
DateApr 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients7
DateMar 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients7
DateOct 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees37
Clients7
DateOct 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees37
Clients7
DateAug 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees37
Clients7
DateMay 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees37
Clients7
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees37
Clients7
DateOct 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees37
Clients7
DateMar 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees37
Clients7
DateNov 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees39
Clients5
DateNov 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees39
Clients5
DateMay 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees39
Clients5
DateMar 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees39
Clients5
DateDec 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients4
DateDec 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients4
DateJun 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients4
DateMar 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients4
DateNov 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees38
Clients3
DateMar 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees38
Clients3
DateNov 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees39
Clients2
DateJul 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees39
Clients2
DateApr 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees39
Clients2
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees39
Clients2
DateSep 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6M
Employees39
Clients400
DateAug 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6M
Employees39
Clients400
DateJun 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6M
Employees39
Clients400
DateMay 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6M
Employees39
Clients400
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6M
Employees39
Clients400
DateJun 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$216.9M
Employees37
Clients400
DateApr 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$216.9M
Employees37
Clients400
DateMar 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$216.9M
Employees37
Clients400
DateJun 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$261.3M
Employees40
Clients300
DateMar 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$261.3M
Employees40
Clients300
DateJun 2014
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$269.8M
Employees39
Clients300
DateApr 2014
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$269.8M
Employees39
Clients300
DateMar 2014
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$269.8M
Employees39
Clients300
DateDec 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$244.8M
Employees37
Clients300
DateAug 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$244.8M
Employees37
Clients300
DateAug 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$244.8M
Employees37
Clients300
DateApr 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$244.8M
Employees37
Clients300
DateMar 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$244.8M
Employees37
Clients300
DateApr 2012
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$230.5M
Employees11
Clients300
DateMar 2012
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$230.5M
Employees11
Clients300
DateMar 2009
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$426.6M
Employees--
Clients--
DateJan 2007
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$456.9M
Employees--
Clients--
DateFeb 2006
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$407.2M
Employees--
Clients--
DateSep 2005
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.2M
Employees--
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$1B
Non-Disc.$65.5M
Employees--
Clients--
DateMar 2002
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$68.9M
Employees--
Clients--
DateOct 2001
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.7M
Employees--
Clients--
DateJun 2001
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.7M
Employees--
Clients--