TRUIST ADVISORY SERVICES, INC.

Latest filing: Jul 22, 2025 (66 days ago)
View on IAPD
Adviser Website

AUM

$67,736,740,585
10% change vs. 1 year ago
10% change vs. 3 years ago
172% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

2,469
17% change vs. 1 year ago
-9% change vs. 3 years ago
58% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

ATLANTA, GA
303 PEACHTREE STREET, ATLANTA, GA, UNITED STATES, 30303

Client AUM

Discretion AUM
Discretionary $53.8
Non-Discretionary $13.9
Total $67.7
Client AUM
Retail $61.9
Pooled $0.0
Institutional $5.9
Total $67.7
Retail Accounts AUM
Individual 97,117 $23.3
Average Individual AUM $240,096
HNW 24,164 $38.6
Average HNW AUM $1,596,139
Retail Total 121,281 $61.9
Average Retail AUM $510,274

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

SMA Custodians

Custodian Location AUM
NATIONAL FINANCIAL SERVICES LLC BOSTON-MA-USA $52.5
TRUIST INVESTMENT SERVICES, INC. ATLANTA-GA-USA $8.5

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $67.7
Retail SMA AUM $61.9
Institutional SMA AUM $5.9
Asset Class % AUM
Equity Exch 60% $40.6
Equity Non-Exch 1% $0.7
Govt Agency 4% $2.7
Municipal 4% $2.7
Sovereign 0% $0.0
IG Credit 3% $2.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 27% $18.3
Other Pools 0% $0.0
Cash 1% $0.7
Other 0% $0.0
Total 100% $67.7

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
STERLING CAPITAL MANAGEMENT LLC $66.2 135405
PRECEPT ADVISORY GROUP LLC $5.0 152776
GFO ADVISORY SERVICES, LLC $0.3 109278
TRUIST BANK $0.0 trust company -
CRUMP LIFE INSURANCE SERVICES, LLC $0.0 -
STERLING CAPITAL (CAYMAN) LIMITED $0.0 -
TRUIST DELAWARE TRUST COMPANY $0.0 trust company -
MCGRIFF INSURANCE SERVICES, LLC $0.0 -
P.J. ROBB VARIABLE, LLC $0.0 broker-dealer 38339
TRUIST SECURITIES, INC. $0.0 broker-dealer 6271
TRUIST INVESTMENT SERVICES, INC. $0.0 broker-dealer 17499

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

Control Persons

12 active

Name Title
HECHTLINGER, SUSAN DIRECTOR, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT
THOMPSON, JOSEPH, M DIRECTOR
DOWHOWER, BRIAN, SEAN CHAIRMAN OF THE BOARD, PRESIDENT AND CEO
TYSON, TONYA ASSISTANT SECRETARY, CHIEF OPERATIONS OFFICER, SENIOR VICE PRESIDENT
CRAM, BRYAN, SCOTT DIRECTOR, VICE CHAIRMAN, EXECUTIVE VICE PRESIDENT
ELDER, DOROTHY, OSCARLYN CO-CHIEF INVESTMENT OFFICER
LERNER, KEITH, JOSEPH CO-CHIEF INVESTMENT OFFICER
WEHINGER, LEAH, ROWE DIRECTOR, EXECUTIVE VICE PRESIDENT, HEAD OF INVESTMENT ADVICE AND SOLUTIONS
MAVICO, CECILIA, BAUTE DIRECTOR, SECRETARY, CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT
WOOD, MONICA, RENEE TREASURER AND CFO
DUNN, JEFFREY, TODD DIRECTOR, EXECUTIVE VICE PRESIDENT

ADVDB.CO • SOURCE: SEC

Representatives

2,019 active representatives found, showing 20 random

Name City State Exams Designations
ANDREW HAYES ATLANTA GA S63|2003-02-21|S66|2016-11-18
JASON SULVINSKI ATLANTA GA S66|2022-01-21
JHOANNY GARCIA-CARDENAS ATLANTA GA S66|2003-05-19
JESSICA CHARLTON ATLANTA GA S66|2013-08-08
STEPHEN VALERI ATLANTA GA S63|1986-11-21|S65|1994-03-22
SCOTT SUAREZ ATLANTA GA S66|2004-04-08
CHRISTINA LANE ATLANTA GA S63|2000-11-30|S65|2005-07-18
CHARLES HOPKINS ATLANTA GA S63|2000-03-03|S66|2002-12-06
MATTHEW CAMPBELL ATLANTA GA S65|2003-05-02
WILLIAM WILKINSON ATLANTA GA S63|2007-01-06|S65|2007-04-18
SAMANTHA VASSALLO ATLANTA GA S66|2008-07-30
BRETT HOGE ATLANTA GA S63|1999-07-27|S65|1999-12-31
MELINDA DICKINSON ATLANTA GA S63|1995-01-27|S65|2006-06-01
MICHAEL COATS ATLANTA GA S66|2017-02-27 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
ERIN DIANNI ATLANTA GA S66|2016-11-01
RYAN MAHTANI ATLANTA GA S63|2011-05-18|S66|2013-07-18
LEE BLOOM ATLANTA GA S63|2001-04-26|S66|2003-11-13
BROCK HIMAN ATLANTA GA S63|1993-11-23|S65|1994-01-14
BIANCA LOHMAN ATLANTA GA S63|2001-10-18|S66|2005-09-20
DEBORAH MCMILLEN ATLANTA GA S63|2005-07-06|S66|2017-01-09

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $67.7 $0.0 0% 2,469 0 0%
2025-04-21 $67.7 $0.0 0% 2,469 0 0%
2024-04-02 $61.4 $6.4 10% 2,105 364 17%
2023-04-04 $53.2 $14.6 27% 2,842 -373 -13%
2022-04-01 $61.6 $6.2 10% 2,725 -256 -9%
2021-04-05 $53.9 $13.8 26% 2,900 -431 -15%
2020-04-01 $24.9 $42.9 172% 1,562 907 58%
2019-04-01 $20.4 $47.3 232% 1,571 898 57%
2018-04-02 $19.0 $48.7 256% 1,539 930 60%
2017-04-01 $12.7 $55.0 432% 1,466 1,003 68%

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

Other

STATE REGISTRATIONS
GA, AK-02/24/2017, AL-06/23/2016, AR-08/08/2016, AZ-03/07/2017, CA-05/18/2016, CO-01/03/2017, CT-02/27/2017, DC-05/18/2016, DE-05/18/2016, FL-05/18/2016, GA-05/18/2016, HI-03/07/2017, IA-01/30/2017, ID-02/02/2017, IL-02/16/2017, IN-01/26/2017, KS-02/02/2017, KY-01/03/2017, LA-03/07/2017, MA-01/26/2017, MD-05/18/2016, ME-03/07/2017, MI-01/30/2017, MN-01/26/2017, MO-01/26/2017, MS-05/18/2016, MT-01/03/2017, NC-05/18/2016, ND-03/07/2017, NE-02/27/2017, NH-01/03/2017, NJ-03/02/2017, NM-02/02/2017, NV-01/30/2017, NY-02/28/2017, OH-01/30/2017, OK-02/24/2017, OR-03/06/2017, PA-02/15/2017, RI-01/26/2017, SC-05/18/2016, SD-03/07/2017, TN-05/18/2016, TX-02/09/2017, UT-03/07/2017, VA-05/18/2016, VI-08/05/2020, VT-01/26/2017, WA-02/02/2017, WI-01/30/2017, WV-05/18/2016, WY-10/16/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
NEWSLETTERS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV