# CARY STREET PARTNERS ASSET MANAGEMENT LLC

CARY STREET PARTNERS ASSET MANAGEMENT LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 289178
- Type: SEC-registered investment adviser
- SEC file number: 801-110994
- Location: 901 EAST BYRD STREET, SUITE 1001, RICHMOND, VA, 23219
- Phone: 804-340-8100
- Latest filing: 2026-03-31
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $26.1M
- Clients: 49
- Accounts: 3,451

## Business model

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

## Officers, owners & control persons (42)

_Showing 25 of 42 people._

| Name | Role | Location |
| --- | --- | --- |
| Mitchell Brendon Lee | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, DIRECTOR | North Bend, WA |
| Katherine Townshend Stockton | BOARD MANAGER | — |
| Marc Matthew Mcmanus | BOARD MANAGER | — |
| Douglas Guy Stewart | BOARD MANAGER | — |
| Walter Donald Bayne | BOARD MANAGER; PRESIDENT, MANAGING DIRECTOR; PRESIDENT, MANAGING DIRECTOR | — |
| Joseph Redmond Schmuckler | BOARD MANAGER; CHAIRMAN, BOARD MANAGER; CHIEF EXECUTIVE OFFICER (CSPF); CHIEF EXECUTIVE OFFICER (CSPF) | — |
| Kevin Lee Mitchell | CHIEF FINANCIAL OFFICER, DIRECTOR | — |
| Thomas Hogshead Tullidge | BOARD MANAGER; SECRETARY/TREASURER, BOARD MANAGER, MANAGING DIRECTOR; CHIEF STRATEGY OFFICER, LEGAL AND FINANCE (CSPF); SECRETARY/TREASURER, MANAGING DIRECTOR; CHIEF STRATEGY OFFICER, LEGAL AND FINANCE (CSPF) | — |
| Derron Scott Slonecker | BOARD MANAGER | — |
| Wesley Hamilton Gallup | BOARD MANAGER; CHIEF OPERATING OFFICER (CSPF); CHIEF OPERATING OFFICER, MANAGING DIRECTOR | — |
| Richard Marshall Hazel | BOARD MANAGER | — |
| Hsueh-Liang "Leon" Chen | BOARD MANAGER; CHIEF TECHNOLOGY OFFICER (CSPF) | — |
| Maria Pia Tedesco | BOARD MANAGER | — |
| Matthew Lawrence Rubin | CHIEF INVESTMENT OFFICER (CSPF); CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR | — |
| Nancy Riggleman Oliver | CHIEF COMPLIANCE OFFICER, DIRECTOR | — |
| GAMBILL MARK MINTFORD | OWNER | — |
| TULLIDGE THOMAS HOGSHEAD | BOARD MANAGER; MANAGER; SECRETARY/TREASURER, BOARD MANAGER, MANAGING DIRECTOR; CHIEF STRATEGY OFFICER, LEGAL AND FINANCE (CSPF) | — |
| SCHMUCKLER JOSEPH REDMOND | BOARD MANAGER; CHAIRMAN, BOARD MANAGER; CHIEF EXECUTIVE OFFICER (CSPF); CHAIRMAN, BOARD MANAGER; CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR (CARY STREET PARTNERS FINANCIAL LLC OR "CSPF") (+1 more) | — |
| HALLIBURTON BENJAMIN CARY | BOARD MANAGER | — |
| STEWART DOUGLAS GUY | BOARD MANAGER; MANAGER | — |
| RUBIN JACK LAWRENCE | CHIEF INVESTMENT OFFICER (CSPF) | — |
| BROWER JOSEPH MARTIN | MANAGER | — |
| BEARD ANSON HILL | BOARD MANAGER; MEMBER | — |
| THOMPSON JESSICA LACEY | BOARD MANAGER; CHIEF COMPLIANCE OFFICER & CORPORATE COUNSEL, MANAGING DIRECTOR (CSPF); CHIEF COMPLIANCE OFFICER | — |
| CORDLE POLLY WHITE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289178/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289178/similar
- Related entities: https://search.stillhousedata.com/firm/289178/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289178

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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.