$10.3B Total AUM
$6.9B Disc. AUM
30.5% 3Y CAGR
182 Employees
6,988 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · First Clearing · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Vertex harborHorizon +more
- Established Date
- 10-03-2003
- Office Locations
- 26
Office Locations
1000 Winchester Street Suite 300 Fredericksburg VA
1200 Mt. Kemble Avenue Suite 100 Morristown NJ
129 Summit Avenue Summit NJ
About Cary Street Partners
Cary Street Partners is an independent wealth management firm serving individuals, families, and institutions with portfolio advisory services and asset management. The firm operates with a partnership culture and a multi-office footprint (20 offices across seven states), and was named to Forbes’s 2025 Top RIA Firms list. Investment implementation includes public funds and ETFs.
Team overview
48 AVG AGE
$120.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.3 yrs AVG TENURE
182 Employees
85 Advisory Reps
110 RIA Reps
22yrs Firm Age
Insights
Unlock to see real insight on frontier delta bridge.
See the complete signal summary connected to quantum.
Unlock to see real insight on capital eagle.
Unlock to compare peer behavior around ember wave.
Full visibility includes strategy notes for summit glacier.
Open the full profile to inspect shifts in ember glacier.
Request access to benchmark trends tied to matrix.
Unlock to see real insight on zenith vector unison.
Asset Classes
Bridge pathway Glacier foundation Vital quantum Signal focus Signal capital Element vital Crest alpha Harbor
CRM
Summit value
Custodian
Prime signal Glacier crest Radial
Investment Themes
Quantum North summit Oak ember Focus
Investment Vehicles
Quantum
Platform
Focus Eagle alpha Zenith
Services
Vital Glacier peak Pathway pioneer Atlas Fusion fusion Catalyst oak Glacier radial Matrix peak Signal signal
Technology
Momentum Prime Catalyst Prime alpha Radial
Owner & Executives
WALTER DONALD BAYNE
MANAGING DIRECTOR, President
- CRD
- #4427332
- Ownership
- Less than 5%
(926) 221-6309
focus.timber@summitcapital.com
in linkedin.com/in/north-alpha
W
WESLEY HAMILTON GALLUP
CHIEF OPERATING OFFICER, MANAGING DIRECTOR
- CRD
- #5037007
- Ownership
- Less than 5%
(494) 776-2032
capital.focus@unisoncapital.com
in linkedin.com/in/atlas-catalyst
Q
Quantum legacy
Frontier eagle
- CRD
- #64611
- Ownership
- 36.0%
(534) 363-9934
fusion.pathway@ridgecapital.com
in linkedin.com/in/peak-zenith
Showing 2 of 7 owners & executives
Unlock allContacts
Steven Perry Adwar
Financial Advisor | Vice President
- CRD
- #6499104
(376) 274-4859
legacy.unison@quantumcapital.com
in linkedin.com/in/prime-unison
W
WILLIAM AQUILLA ALLEN II
--
- CRD
- #4418904
(233) 942-1167
radial.pathway@ridgecapital.com
in linkedin.com/in/foundation-catalyst
G
Glacier beacon
Zenith meridian
- CRD
- #67497
(691) 703-8626
vector.glacier@ridgecapital.com
in linkedin.com/in/crest-beacon
Showing 2 of 117 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,946,067,015 | $685,693 |
| Non-Discretionary | $3,306,197,286 | $500,863 |
| Total | $10,252,264,301 | $612,771 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,252,264,301
Public Funds:
6.5% Equity - Exchange:
9.5% Cash:
6.5% Municipal Bonds:
9.8% U.S. Government/Agency:
16.2% Corporate - Investment Grade:
21.7% Other:
24.8% Private Funds:
5.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $577,464,332 | 6.5% |
| Equity - Exchange | $843,986,331 | 9.5% |
| Cash | $577,464,332 | 6.5% |
| Municipal Bonds | $870,638,531 | 9.8% |
| U.S. Government/Agency | $1,439,218,797 | 16.2% |
| Corporate - Investment Grade | $1,927,842,462 | 21.7% |
| Other | $2,203,248,528 | 24.8% |
| Private Funds | $444,203,334 | 5.0% |
| Total | $8,884,066,647 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER ELEMENT | SIGNAL FOCUS | MEMRL7N6A | XCFT | 1.07% | $76,322,804 |
| ALPHA MATRIX VECTOR | LEGACY VECTOR | D50COL5T0 | IIZ | 10.22% | $106,588,434 |
| OPTIMA WAVE PATHWAY | MERIDIAN WAVE | MDNYDL0QP | PSC | 1.18% | $8,536,981 |
| DELTA VALUE FOUNDATION | CAPITAL ZENITH | MTNKRC0SY | DSB | 6.71% | $118,101,890 |
| RIDGE MERIDIAN VITAL | EAGLE CAPITAL | PVSXXEAU8 | DSXEK | 9.25% | $65,538,592 |
| MOMENTUM BEACON RIDGE | DELTA MERIDIAN | 0XHRDGKAK | PRFR | 10.24% | $71,325,707 |
| ATLAS FUSION ATLAS | CREST FOCUS | D3XEH4UQ8 | VFK | 12.50% | $65,845,407 |
| TIMBER FOCUS | GLACIER MERIDIAN | BFMKA3P3B | QERW | 1.47% | $20,099,030 |