# FRANKLIN STREET ADVISORS, INC.

FRANKLIN STREET ADVISORS, INC. of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 106275
- Type: SEC-registered investment adviser
- SEC file number: 801-39635
- Location: 1450 RALEIGH ROAD, SUITE 300, CHAPEL HILL, NC, 27517-8833
- Phone: 919-489-2600
- Latest filing: 2026-05-22
- Regulatory AUM: $4.5B
- Discretionary AUM: $4.5B
- Clients: 40
- Accounts: 1,652

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| MARY ELLEN REILLY | DIRECTOR | BUFFALO, NY |
| Jonathan William Reynolds | DIRECTOR | — |
| Lori Michelle Frischer | DIRECTOR; SENIOR VICE PRESIDENT, DIRECTOR | — |
| Carol Elizabeth Manzon | MANAGING DIRECTOR OF SUPPORT SERVICES, DIRECTOR; MANAGING DIRECTOR, TRUST AND FAMILY OFFICE | — |
| William Robert Newell | PRESIDENT, DIRECTOR | — |
| Wilson Lee Fite | DIRECTOR | — |
| Cynthia Rose Stroik | CHIEF COMPLIANCE OFFICER | — |
| Todd Robert Dornheggen | DIRECTOR; VICE PRESIDENT AND TREASURER, DIRECTOR | — |
| Paul T Bode | MANAGING DIRECTOR BUSINESS DEVELOPMENT; MANAGING DIRECTOR BUSINESS DEVELOPMENT, DIRECTOR | — |
| Jr. Merlin Kreiser | MANAGING DIRECTOR OF TRUST ADMINISTRATION, FAMILY OFFICE AND OPERATIONS | — |
| HULLS DIANE JEAN | CHIEF COMPLIANCE OFFICER | — |
| EUBANKS ROBERT CHESTER | PRESIDENT; SHAREHOLDER - CLASS A COMMON SHARES | — |
| MANZON CAROL ELIZABETH | MANAGING DIRECTOR OF SUPPORT SERVICES; MANAGING DIRECTOR OF SUPPORT SERVICES, DIRECTOR; SECRETARY/TREASURER (+2 more) | — |
| OHARA JOHN CORNELIUS | CHIEF OPERATING OFFICER | — |
| THOMPSON JR WILLIAM BONNER | MANAGING DIRECTOR OF ASSET ALLOCATION AND INVESTMENT STRATEGIES; VICE PRESIDENT | — |
| REYNOLDS HAL WILLIAM | DIRECTOR | — |
| TREVILLIAN MALCOLM MCEACHERN | VICE PRESIDENT | — |
| NEWELL WILLIAM ROBERT | PRESIDENT, DIRECTOR; VICE PRESIDENT | — |
| SALLEY GEORGE M | VICE PRESIDENT | — |
| FULP RICHARD VANCE | VICE PRESIDENT | — |
| TEANEY MYRON REX | VICE PRESIDENT | — |
| STROIK CYNTHIA ROSE | CHIEF COMPLIANCE OFFICER | — |
| REILLY MARY ELLEN | DIRECTOR; SENIOR VICE PRESIDENT, DIRECTOR | — |
| WEAVER JASON MICHAEL | TRUSTEE | — |
| FRISCHER LORI MICHELLE | SENIOR VICE PRESIDENT, DIRECTOR | — |


## Disclosures (20)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2015-09-28 | regulatory | THE CFPB HAS REVIEWED THE MARKETING AND ADMINISTRATION OF THE DEBT PROTECTION CREDIT CARD "ADD-ON" PRODUCT OF FIFTH THIRD BANK AND HAS IDENTIFIED VIOLATIONS OF SECTIONS 1031 AND 1036 OF THE CONSUMER FINANCIAL PROTECTION ACT OF 2010 (CFPA), 12 U.S.C. ?? SS31, SS36. UNDER SECTIONS 1053 AND 1056 OF THE… | Final | $500K |
| 2014-03-13 | regulatory | THE CFPB CONDUCTED A JOINT INVESTIGATION WITH THE CIVIL RIGHTS DIVISION OF THE DOJ OF THE INDIRECT AUTO LENDING ACTIVITIES OF FIFTH THIRD BANK AND FIFTH THIRD BANK'S COMPLIANCE WITH THE EQUAL CREDIT OPPORTUNITY ACT (ECOA), 15 U.S.C. ?? 16911691F, AND ITS IMPLEMENTING REGULATION, REGULATION B, 12 C.F… | Final | — |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106275/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106275/similar
- Related entities: https://search.stillhousedata.com/firm/106275/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106275

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.