CARY STREET PARTNERS ASSET MANAGEMENT LLC
Legal name: CARY STREET PARTNERS ASSET MANAGEMENT
CRD #289178 SEC #801-110994 RICHMOND, VA 804-340-8100
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
48
Clients
0
Accounts
3,255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.5B | $1.5B | $21.9M | 48 | 0 |
| Mar 2025 | $1.5B | $1.5B | $21.9M | 48 | 0 |
| Oct 2024 | $1.5B | $1.4B | $122.9M | 47 | 0 |
| Mar 2024 | $1.5B | $1.4B | $122.9M | 47 | 0 |
| Nov 2023 | $1.3B | $1.2B | $109.2M | 39 | 0 |
| Jun 2023 | $1.3B | $1.2B | $109.2M | 39 | 0 |
| Mar 2023 | $1.3B | $1.2B | $109.2M | 39 | 0 |
| Aug 2022 | $1.3B | $1.1B | $145.1M | 37 | 0 |
| Apr 2022 | $1.3B | $1.1B | $145.1M | 37 | 0 |
| Mar 2022 | $1.3B | $1.1B | $145.1M | 37 | 0 |
| Dec 2021 | $1B | $899.8M | $107.7M | 36 | 0 |
| Dec 2021 | $1B | $899.8M | $107.7M | 36 | 0 |
| Apr 2021 | $1B | $899.8M | $107.7M | 36 | 0 |
| Feb 2021 | $484.3M | $384M | $100.3M | 4 | 0 |
| Nov 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Nov 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Jul 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Jun 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Jun 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| May 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| May 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Apr 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Apr 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Mar 2020 | $484.3M | $384M | $100.3M | 4 | 0 |
| Mar 2019 | $395.6M | $303.4M | $92.2M | 5 | 0 |
| Jun 2018 | $325.8M | $325.8M | $0 | 5 | 0 |
| Mar 2018 | $325.8M | $325.8M | $0 | 5 | 0 |
| Mar 2018 | $325.8M | $325.8M | $0 | 5 | 0 |
| Mar 2018 | $344.4M | $344.4M | $0 | 5 | 0 |
| Feb 2018 | $344.4M | $344.4M | $0 | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
| Jul 2017 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$21.9M
Employees48
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$21.9M
Employees48
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.9M
Employees47
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.9M
Employees47
Clients0
DateNov 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$109.2M
Employees39
Clients0
DateJun 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$109.2M
Employees39
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$109.2M
Employees39
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$145.1M
Employees37
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$145.1M
Employees37
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$145.1M
Employees37
Clients0
DateDec 2021
Total AUM$1B
Discretionary$899.8M
Non-Disc.$107.7M
Employees36
Clients0
DateDec 2021
Total AUM$1B
Discretionary$899.8M
Non-Disc.$107.7M
Employees36
Clients0
DateApr 2021
Total AUM$1B
Discretionary$899.8M
Non-Disc.$107.7M
Employees36
Clients0
DateFeb 2021
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateNov 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateNov 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateJul 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateJun 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateJun 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateMay 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateMay 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateApr 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateApr 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateMar 2020
Total AUM$484.3M
Discretionary$384M
Non-Disc.$100.3M
Employees4
Clients0
DateMar 2019
Total AUM$395.6M
Discretionary$303.4M
Non-Disc.$92.2M
Employees5
Clients0
DateJun 2018
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0