$4.5B Total AUM
$4.5B Disc. AUM
7.2% 3Y CAGR
40 Employees
420 ADV. Clients
34 yrs Firm Age
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- Custodian
- Fidelity/NFS · Fifth Third Bank · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-1991
- Office Locations
- 2
Office Locations
1450 Raleigh Road Suite 300 Chapel Hill NC
-- Bloomfield NJ
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.
Team overview
51 AVG AGE
$251.7M AVG AUM / ADVISOR
$10.8M AVG AUM / CLIENT
9.5 yrs AVG TENURE
40 Employees
18 Advisory Reps
15 RIA Reps
34yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
PAUL T BODE
DIRECTOR
- CRD
- #5378258
- Ownership
- Less than 5%
Available
Available
Available
T
Todd Robert Dornheggen
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Colin James Bates
Managing Director
- CRD
- #7025597
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RICHARD PETERS BLANKENSHIP
Principal
- CRD
- #1081815
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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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