Cary Street Partners

Overview

Cary Street Partners is an SEC registered investment adviser based in Richmond, VA, registered since 2005. It reports $10.3B in assets under management across 16,731 accounts, with 182 employees. It has 121 investment adviser representatives.

Reported AUM

$10.3B

Discretionary

68%

Accounts

16,731

Average account

$613K

Employees

182

Advisory reps

121

Registered since

2005

Jurisdictions

52

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 7

• Joseph Redmond Schmuckler Chief Executive Officer (Cspf) CRD 1156472
• Walter Donald Bayne President, Managing Director CRD 4427332
• Matthew Lawrence Rubin Chief Investment Officer, Managing Director CRD 3057508

4 more executive officers, with direct contact details

Advisory reps 3 of 121

• Steven Perry Adwar Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6499104
• William R Allen III Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4418904
• Jason Michael Ardito Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5093960

118 more advisory reps, with emails, phones and branch locations

Location

Headquarters

901 E Byrd St Ste 1001
Richmond, VA 23219

County

Richmond City

Metro area

Richmond, VA

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: carystreetpartners.com

Every state, with registration dates

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