FRANKLIN STREET ADVISORS INC.

Latest filing: May 01, 2025 (81 days ago)
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Adviser Website

AUM

$3,930,236,135
13% change vs. 1 year ago
11% change vs. 3 years ago
49% change vs. 5 years ago
80% change vs. 10 years ago

Employee Count

39
0% change vs. 1 year ago
5% change vs. 3 years ago
3% change vs. 5 years ago
-2% change vs. 10 years ago

Main Office

CHAPEL HILL, NC
1450 RALEIGH ROAD, CHAPEL HILL, NC, UNITED STATES, 27517-8833

Client AUM

Discretion AUM
Discretionary $3.9
Non-Discretionary $0.0
Total $3.9
Client AUM
Retail $3.1
Pooled $0.2
Institutional $0.6
Total $3.9
Retail Accounts AUM
Individual 65 $0.0
Average Individual AUM $532,793
HNW 313 $3.1
Average HNW AUM $9,885,663
Retail Total 378 $3.1
Average Retail AUM $8,277,366

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
SEI PRIVATE TRUST COMPANY OAKS-PA-USA $2.5
FIDELITY BROKERAGE SERVICES LLC BOSTON-MA-USA $1.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $3.8
Retail SMA AUM $3.1
Institutional SMA AUM $0.6
Asset Class % AUM
Equity Exch 57% $2.2
Equity Non-Exch 0% $0.0
Govt Agency 4% $0.2
Municipal 7% $0.3
Sovereign 0% $0.0
IG Credit 6% $0.2
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 16% $0.6
Other Pools 5% $0.2
Cash 4% $0.2
Other 1% $0.0
Total 100% $3.8

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FIFTH THIRD SECURITIES, INC. $9.1 broker-dealer, municipal advisor 628
FIFTH THIRD WEALTH ADVISORS LLC $6.1 313015
FIFTH THIRD BANK, NATIONAL ASSOCIATION $0.0 trust company -
FRANKLIN STREET TRUST COMPANY $0.0 trust company -
FIFTH THIRD INSURANCE AGENCY, INC. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

14 active

Name Title
MANZON, CAROL, ELIZABETH MANAGING DIRECTOR OF SUPPORT SERVICES, DIRECTOR
NEWELL, WILLIAM, ROBERT PRESIDENT, DIRECTOR
REYNOLDS, JONATHAN, WILLIAM DIRECTOR
KREISER, JR., MERLIN, CHARLES MANAGING DIRECTOR OF TRUST ADMINISTRATION, FAMILY OFFICE AND OPERATIONS
FITE, WILSON, LEE DIRECTOR
STROIK, CYNTHIA, ROSE CHIEF COMPLIANCE OFFICER
DORNHEGGEN, TODD, ROBERT VICE PRESIDENT AND TREASURER, DIRECTOR
FRISCHER, LORI, MICHELLE SENIOR VICE PRESIDENT, DIRECTOR
REILLY, MARY, ELLEN DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

15 active representatives found

Name City State Exams Designations
ROGER EUBANKS CHAPEL HILL NC S63|1995-09-15|S66|2006-10-06
RICHARD BLANKENSHIP CHAPEL HILL NC CHARTERED FINANCIAL ANALYST
CRAIG SULLIVAN CHAPEL HILL NC S66|2007-04-10 CHARTERED FINANCIAL ANALYST
MILTON BROWN CHAPEL HILL NC CERTIFIED FINANCIAL PLANNER
CYNTHIA STROIK CHAPEL HILL NC S65|2011-02-24
ANDREW JAMES CHAPEL HILL NC S66|2009-04-30|S65|2020-01-17
TODD YOUNG CHAPEL HILL NC S65|2015-08-24
MATTHEW INMAN CHAPEL HILL NC S65|2015-12-31 CERTIFIED FINANCIAL PLANNER
JOSHUA TURNER CHAPEL HILL NC S66|2014-12-05
JOSEPH FOX CHAPEL HILL NC S63|2003-01-13 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
CHARLES MAHAFFEY CHAPEL HILL NC S63|2010-01-20|S65|2008-12-19
COLIN BATES CHAPEL HILL NC S65|2018-10-30
CHRISTY PHILLIPS STRIGEL CHAPEL HILL NC S63|1998-01-14|S65|2013-08-12
JOHNS ELLINGTON CHAPEL HILL NC S63|2001-03-12|S66|2002-11-18 CHARTERED FINANCIAL ANALYST
DENNIS GREENWAY CHAPEL HILL NC S63|2000-01-20 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $3.9 $0.0 0% 39 0 0%
2025-04-21 $3.9 $0.0 0% 39 0 0%
2024-04-02 $3.5 $0.5 13% 39 0 0%
2023-04-04 $3.0 $0.9 29% 37 2 5%
2022-04-01 $3.5 $0.4 11% 37 2 5%
2021-04-05 $3.0 $1.0 33% 39 0 0%
2020-04-01 $2.6 $1.3 49% 38 1 3%
2019-04-01 $2.2 $1.8 82% 38 1 3%
2018-04-02 $2.2 $1.7 78% 39 0 0%
2017-04-01 $1.8 $2.1 113% 39 0 0%
2016-04-01 $2.0 $1.9 93% 37 2 5%
2015-04-01 $2.2 $1.7 80% 40 -1 -2%
2014-04-01 $2.1 $1.9 91% 39 0 0%
2013-04-01 $1.7 $2.2 126% 37 2 5%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NC, CA-12/09/2013, FL-04/13/1993, GA-12/09/2013, LA-11/01/2021, MA-03/28/2024, NC-01/30/2003, NJ-05/03/2023, NY-04/23/2018, SC-03/21/2003, TN-03/25/2021, TX-12/09/2013, VA-12/09/2013
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV