Cary Street Partners Financial LLC
Cary Street Partners Financial LLC is a leading independent wealth management and financial services firm headquartered in Richmond, Virginia. The firm, founded in 2002, provides comprehensive wealth management, investment advisory, and financial planning solutions to individuals, families, institutions, and business entities. Cary Street Partners operates 20 offices across seven states, employs approximately 133 people, and offers tailored client solutions with a focus on independence and objective advice. The firm serves nearly 6,000 institutional and individual clients throughout the U.S.
Investment Strategy
Cary Street Partners offers custom investment advisory and asset management services tailored to meet each client's unique objectives and financial needs. Their approach combines comprehensive wealth planning, portfolio advisory, and business retirement strategies. The firm serves individuals, families, trusts, charitable organizations, pension plans, corporations, and government entities. They focus on a consultative, fee-only model to provide objective, unbiased advice. Strategies incorporate a mix of active management, strategic asset allocation, and client education, with the flexibility to utilize wrap fee programs and third-party custodians when suitable.
Top Holdings
Equity Positions (883)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD VALUE ETF | 3.05% | $108.8M | 615,688 | $170.11 | $176.74 | +$9.6M |
M MSFT | MICROSOFT CORP COM | 2.75% | $98.0M | 196,999 | $419.48 | $497.41 | +$24.0M |
A AAPL | APPLE INC COM | 2.64% | $94.1M | 458,846 | $249.09 | $205.17 | -$7.1M |
V VUG | VANGUARD GROWTH ETF | 2.56% | $91.3M | 229,222 | $406.72 | $438.40 | +$17.2M |
T TACK | Fairlead Tactical Sector ETF | 2.07% | $73.9M | 2,618,251 | $27.35 | $28.23 | +$2.9M |