WILLIAM CARY CAPITAL MANAGEMENT

WILLIAM CARY CAPITAL MANAGEMENT of FLOURTOWN, PA is an SEC-registered investment adviser (CRD 292135). Regulatory assets under management: $2.7M.

Registration

• CRD: 292135
• Type: Registered investment adviser
• Location: 1501 BETHLEHEM PIKE, FLOURTOWN, PA, 19031
• Phone: 610-955-5240
• Latest filing: 2026-03-30
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search