Franklin Street Advisors Inc. /nc
Franklin Street Advisors Inc. is an investment advisory firm headquartered in Chapel Hill, North Carolina. Founded in 1990, the firm originally managed investments for its founding principals and a small group of investors. Over time, it has expanded to offer asset management expertise to institutional investors and high-net-worth individuals, serving endowments, foundations, families, and individuals with significant assets. As of recent data, the firm manages between $1.85 billion and $3.5 billion in AUM and employs approximately 37-39 people, including 19 investment professionals. Franklin Street Advisors is known for providing personalized investment solutions, portfolio management, financial planning, fiduciary services, and also functions as a multi-family office.
Investment Strategy
Franklin Street Advisors employs an open-architecture approach focused on managing growth equities across the domestic market cap spectrum. Their investment team provides tailored portfolio management and financial planning, acting as fiduciaries under the Investment Advisers Act of 1940. They serve both institutional and high-net-worth individual clients, emphasizing growth-style equity strategies and comprehensive, high-touch investment management designed to meet diverse financial objectives.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 7.61% | $132.2M | 708,328 | $5.59 | $186.58 | +$12.2M |
M MSFT | MICROSOFT CORP | 6.64% | $115.2M | 222,393 | $94.44 | $517.95 | +$4.0M |
A AAPL | APPLE INC COM | 6.36% | $110.4M | 433,509 | $40.72 | $254.63 | +$21.5M |
G GOOG | ALPHABET INC CAP STK CL C | 4.84% | $84.0M | 344,863 | $51.98 | $243.55 | +$24.0M |
A AMZN | AMAZON.COM INC | 4.17% | $72.5M | 330,043 | $98.83 | $219.57 | +$6.6M |