CRD: 289178
Cary Street Partners Asset Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · First Clearing · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2015
- Office Locations
- 3
Office Locations
About Cary Street Partners Asset Management
Cary Street Partners is an independent wealth management firm serving individuals, families, and institutions with comprehensive planning, portfolio advisory, and asset management. The team allocates across ETFs, mutual funds, and fixed income with an emphasis on active management and risk management. Operates from Richmond with 20 offices across seven states and was named to Forbes’ 2025 Top RIA Firms list.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WALTER DONALD BAYNE
MANAGING DIRECTOR, President
- CRD
- #4427332
- Ownership
- Less than 5%
WESLEY HAMILTON GALLUP
CHIEF OPERATING OFFICER, MANAGING DIRECTOR
- CRD
- #5037007
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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THEODORE JAMES BROWN
--
- CRD
- #4307809
Marc L Davis
Investment Advisor
- CRD
- #7119065
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,421,723,362 | $412,094 |
| Non-Discretionary | $26,107,444 | $26,107,444 |
| Total | $1,447,830,806 | $419,539 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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