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- Custodian
- Fidelity/NFS · Fifth Third Bank · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-15-1991
- Office Locations
- 2
Office Locations
About Franklin Street Advisors Inc.
Franklin Street Partners (Franklin Street Advisors) is a Chapel Hill, NC-based RIA delivering personalized investment management for individuals and families. The team builds tailored strategies around each client’s goals, risk tolerance, and market views, serving both retail and institutional relationships. Portfolios are largely implemented with ETFs, with custody options including Fidelity/NFS.
Reported data analysis
What the numbers show
Between August 12, 2025 and May 22, 2026, reported AUM increased 15.3%, from $3.9B to $4.5B.
Across 5 reported observations, AUM increased 28.4% between October 3, 2022 and May 22, 2026, from $3.5B to $4.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 18 advisory representatives and 420 clients, or 23.3 clients per representative. That equates to $10.8M in reported AUM per client.
The profile lists 2 reported office locations and 34 years in operation. The source data was last updated on May 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Franklin Street Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL T BODE
DIRECTOR
- CRD
- #5378258
- Ownership
- Less than 5%
Todd Robert Dornheggen
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Colin James Bates
Managing Director
- CRD
- #7025597
RICHARD PETERS BLANKENSHIP
Principal
- CRD
- #1081815
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,530,294,967 | $2,742,309 |
| Non-Discretionary | $0 | -- |
| Total | $4,530,294,967 | $2,742,309 |
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Separately Managed Accounts
SMA allocation detail is available
Franklin Street Advisors Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Franklin Street Advisors Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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